Pair the Growth Platform with Wealthbox

Nitrogen + Wealthbox

Bring the power of the Nitrogen Growth Platform into the heart of your Wealthbox CRM. See firsthand why hundreds of advisors are using this powerful integration to reduce redundant data entry and back office tasks, increase their productivity, document their fiduciary standard of client care, and so much more.

Included in:
  • CRM
Questions? Contact Us

 

How it Works

Sync Wealthbox clients directly into Nitrogen and instantly tap into sophisticated analytics of holdings, accounts, and portfolios. When Risk Assessments and Portfolio Analysis paint a picture of misalignment, it’ll quickly put you on the right side of an ACAT form. Once clients know their Risk Number and have bought into their investment plan, documentation of your fiduciary duty happens automatically in Wealthbox.

Integration includes:

  • View Nitrogen client portfolios and retirement information on the Wealthbox Contact Record Page.
  • Open the Nitrogen Client profile with one click.
  • View Risk Numbers for the Current and Proposed portfolios, and the client’s personal Risk Number on their Wealthbox Contact Record Page.

 

Get Nitrogen and Wealthbox integrated

In order to enable the Nitrogen and Wealthbox integration, you will need to log in using your Nitrogen login credentials. The following steps will help you do so:

  1. Log in to Wealthbox and navigate to the menu in the top right corner and select Applications.
  2. Scroll through the list of integrations and select Settings. Click Connect Nitrogen and enter your Nitrogen credentials.
  3. Complete the connection by clicking, I authorize this request.
  4. You will be taken back to Wealthbox CRM, and the integration is now complete.

 

Learn More

To learn more about using the Nitrogen and Wealthbox integration, visit our knowledge base article.

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With our easy-to-use Tech Stack Builder, you can select the technology you use at your company, and receive step-by-step instructions on how to integrate Nitrogen with your existing software. Say goodbye to frustrating integrations and hello to a more streamlined and efficient workflows with Nitrogen!

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