Nitrogen Unveils New Retirement Planning and Investment Research Tools in May Product Release
Latest enhancements include an ‘Income by Source’ view and a versatile Custom Securities Builder, alongside major upgrades for firmwide controls & monitoring.
AUBURN, Calif., May 14, 2024 – Nitrogen (formerly Riskalyze), the premier innovator in growth and client engagement solutions for wealth management, today unveiled transformative enhancements to its risk tolerance, investment analytics and retirement planning platform. These upgrades, revealed during a 40-minute live event, are designed to revolutionize the way wealth management firms acquire, engage, and retain clients.
Major feature updates include:
Firmwide Controls & Monitoring
- Client Sentiment Insights in Command Center: Now, firm leaders can access firmwide client Check-ins data in Command Center, and use it to compare aggregate client sentiment with aggregate risk alignment, and drill in to see which of each advisor’s clients are fearful, anxious, confident, or happy.
- Securities Builder: Command Center now gives firms the ability to upload monthly performance data and generate custom securities that can be used across the firm by all advisors.
Retirement Planning
- Retirement Income By Source: The Nitrogen retirement distribution planning solution now includes an entirely new view in Retirement Maps, painting a picture for clients to understand where their money is going to come from during the decumulation phase of retirement.
Investment Research
- New Report Elements: Nitrogen’s new Reports Builder, which features a completely redesigned, brandable, and configurable library of report elements, entered beta with hundreds of RIAs as a part of the firm’s prior quarterly product launch event in February. Today, Nitrogen announced the arrival of new Stats report elements, starting with a new way to showcase Modeled Performance. Nitrogen will be rolling new reports out broadly to tens of thousands of advisors as a part of approval processes with broker-dealer and enterprise networks.
All of the above enhancements to Retirement Maps, Stats Reports, Check-ins, and Command Center are being added to those features at no additional cost for all users who have them.
“The whole team here could not be more thrilled to introduce a group of enhancements that have been very popular customer requests,” said Justin Boatman, Chief Product Officer at Nitrogen. “Whether it’s a CIO getting to distribute their tailored SMAs, an advisor getting to engage with prospects and clients on a whole new level, or a retiree getting to see and understand the source of their income over time, we love to add daily value for firm leaders, advisors and their clients.”
In addition to product updates, Nitrogen also announced the return of their Fearless Investing Summit, set to take place on October 23-25 in Nashville. The Fearless Investing Summit promises to be an essential gathering for industry professionals, featuring speakers such as NFL Legend Emmitt Smith and renowned industry leader Michael Kitces.
For more information on Nitrogen’s products or to register for the Fearless Investing Summit, please visit: nitrogenwealth.com, fearlessinvestingsummit.com or contact [email protected].
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ABOUT NITROGEN
Nitrogen has been revolutionizing how financial advisors and wealth management firms grow since the launch of Riskalyze in 2011. Today, Nitrogen is the leading client engagement platform for wealth management firms, helping advisors turn leads into meetings, meetings into valued clients, and clients into referral champions. The company invented the Risk Number®, built on top of a Nobel Prize-winning academic framework, and is the champion of the Fearless Investing Movement — tens of thousands of financial advisors committed to our mission of empowering the world to invest fearlessly. To learn more, visit NitrogenWealth.com.
MEDIA CONTACT:
Nitrogen Communications