Nitrogen Labs

Whether you’re leveraging the Risk Number to grow your firm, engage with clients, or shoring up your firm’s compliance, we’re here to help. Watch sessions on demand or join live for interactive Q&A.

Nitrogen Fundamentals

If you’re brand new and just getting started, or have been here a while and would like a refresher, Fundamentals is the perfect session for you!

Introducing the Revamped Fundamental Labs Series

Turn your Nitrogen subscription into real results with our updated three-part Fundamental Labs webinar series. In just three 45-minute sessions, you’ll learn how to master Nitrogen’s core Centers to uncover insights, streamline your workflows, and elevate every client interaction.

Choose the Labs That Match Your Subscription
  • Day 1: Risk Center — Master risk alignment and portfolio workflows.
  • Day 2: Planning Center — Connect client goals to personalized plans.
  • Day 3: Research Center — Explore investment strategies and analytics.

Nitrogen Complete and Elite users: Attend all three to unlock the full power of Nitrogen. Not sure which sessions apply to you? Contact [email protected] for guidance.

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Nitrogen Mastery

Our Mastery Sessions are designed to take you to the next level with your Nitrogen experience. Dive deep on workflows, best practices, and methodology.

Building Better Portfolios

Develop and analyze models and client portfolios within Nitrogen.

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Compliance Best Practices

Keep your compliance configuration in check with our best practices.

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Onboarding Your Firm and Admin Staff

Align your firm’s workflows, integrations, advisory fees, and key compliance pieces.

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Deep Dive on Integrations

Integration experts describe how to design your tech stack and streamline firm workflows.

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Deep Dive on Methodology

Take a look behind the curtain as we walk through our methodology and how we model risk.

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Exploring The Advisor Marketing Kit

Explore all that the Advisor Marketing Kit has to offer plus hear how other advisors apply it to their practice.

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Deep Dive on Annuities

Learn how to use and maximize annuity products in client portfolios.

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Deep Dive on Retirement Plans

Streamline your retirement plan workflows with sponsors and participants with Retirement Plans.

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Additional Product Training Labs

Available On Demand