Press Release: IFP Chooses Nitrogen
Today we’re announcing an enterprise agreement with Independent Financial Partners, giving us the privilege of serving even more of their advisors. We’re honored they’ve become the latest firm to choose Riskalyze, and we can’t wait to empower fearless investing with them.
See the full press release below!
Independent Financial Partners Chooses Nitrogen Platform for Risk Alignment
Independent Financial Partners becomes the latest wealth management enterprise to provide access to the Nitrogen platform for their advisors
SACRAMENTO, CA – May 22nd, 2019 – Today, Nitrogen announced an enterprise agreement to deliver risk alignment to Independent Financial Partners (IFP) advisors at scale. Nitrogen’s platform will give IFP advisors better access to sophisticated portfolio analytics, and client engagement tools.
Formerly associated with a large, national broker-dealer, IFP is now launching their own, unique independent Broker Dealer, IFP Securities. IFP, which intends to be both advisor-focused and technology-focused, has chosen to deploy the Nitrogen platform as an offering in their technology lineup. Many IFP advisors have purchased Nitrogen independently but will now have access to a unified partnership through their Broker Dealer.
“We couldn’t be happier to partner with IFP and the advisors they serve,” said Aaron Klein, CEO at Nitrogen. “Their priorities are well-aligned with ours, and we’re honored to have the Risk Number® play a role in our shared interest to empower the world to invest fearlessly.”
Integrations with other firms in IFP’s offering played a significant factor in their decision. Notably, Nitrogen’s robust integration with eMoney’s financial planning tools and Pershing’s custodial services will ensure compatibility with advisor workflows.
“We’re proud to work with such an innovative firm as IFP, especially at this critical point in their journey,” said Patrick Hannon, managing director of major accounts at Nitrogen. “The alignment between Nitrogen and their existing workflows and systems makes this relationship a no-brainer.”
“We’re thrilled to bring everything Nitrogen has to offer to the table for our advisors,” said Greg Wozniak, director of advisor experience at IFP. “With a deep commitment to our advisor-first approach, we aim to continuously offer best in class technology partnerships like the one we have with Nitrogen.”
The enterprise agreement between the two firms is currently in place, and IFP has already activated Nitrogen users on the platform.
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About Nitrogen
Nitrogen is the company that invented the Risk Number®, which powers the world’s first Risk Alignment Platform and was built on top of a Nobel Prize-winning academic framework. Advisors, broker-dealers, RIAs and asset managers use the Nitrogen platform to create alignment between clients and portfolios, leverage sophisticated analytics to increase the quality of their advice, automate client engagement, and more — all with the mission of empowering the world to invest fearlessly. To learn more, visit nitrogenwealth.com
About IFP Securities
Independent Financial Partners is a broker-dealer and registered investment adviser based out Tampa, Florida. Their firm’s independent platform empowers advisors through freedom of choice and a constantly evolving technology suite that’s designed to build better client experiences. Learn more about Independent Financial Partners by visiting their website, https://ifpartners.com.
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