The world’s #1 client engagement platform with proven growth tools and powerful analytics.
$395/month
per registered staff member
The firmwide alignment platform to drive a consistent client experience across your advisors and compliance analytics for every account.
SOMETHING FOR EVERYONE
Compare our plans
Discover the Nitrogen plan that best fits your firm’s needs and unlocks the potential for growth.
Features | Nitrogen Elite |
Nitrogen Ultimate |
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Risk assessments Eliminate the stereotypes that have made risk tolerance useless. Use leading scientific theory to objectively pinpoint an investor's Risk Number®, whether you’re across the room or across the world. |
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Portfolio risk Does an investor's risk tolerance align with how they're invested? A portfolio-wide Risk Number® and 95% Historical Range™ enable you to make investment decisions and demonstrate alignment to your prospects and clients. |
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Retirement maps Don't wonder if a client's risk preference will allow them to achieve their goals—calculate their probability and build a map to success. Illustrate the bigger picture and even uncover outside assets. |
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Stress tests Run portfolios through historical events like the 2008 Financial Crisis or 2013 Bull Market to help clients understand what it means to control risk or beat the market. |
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Meetings Effortlessly launch a remote meeting with just two clicks. Your client joins with a web browser, and you’re protected from sharing the wrong data with the wrong client. |
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Check-ins Check-in emails build a strong foundation to support your message between client reviews and give you an early warning signal when client psychology needs care. |
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Lead generation questionnaire Drop a simple link onto your website or email signature to turn it into an interactive risk analysis tool and a lead capturing machine. Now you can leverage the four most powerful words in financial advice, "What's Your Risk Number?" |
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Risk/reward heatmap The risk/reward heatmap pinpoints the risk and reward contribution of individual securities in accounts, allowing you to have productive conversations about risky or concentrated positions. |
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Partner store Take advantage of our collection of free and subscription-based models and download them into your Nitrogen account. Stay up to date on the industry's best strategies! |
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GPA® Meet the objective metric that has paved the way to measuring the efficiency of investments not just at the fund level, but at the portfolio level as well. |
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Printed reports Create a roadmap for your clients with a single click. These white-labeled PDF and printed reports are intuitive to the client and reinforce your firm's brand. |
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Scenarios Run a portfolio through a market timeline and compare it to just the right benchmark to make your point. |
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Discovery Find the perfect investment for your clients with security analysis and fund screening. Discovery empowers you to quickly dive into your investment research based on your most important search criteria including the Risk Number®, GPA®, expense ratios, and more. |
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Detailed portfolio stats Unleash your inner math geek with in-depth analysis of everything from modeled performance comparisons, sector breakdowns, regional exposure, and more! |
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Individual security analysis Dive deeper into your analysis with a rich set of analytics and metrics for individual stocks, ETFs, and mutual funds. |
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Timeline Unlock the power of events in Retirement Maps. See how changing your client's Risk Number®, income, or expenses over time will affect their overall risk capacity. |
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Advisor marketing kit Want to leverage the Risk Number® for your brand? We've got an interactive portal of design templates and other resources available in your Nitrogen Elite account. |
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Retirement plans Finally, it's easy for you to use the Risk Number® to match hundreds or thousands of 401K, 457, 403B, or Simple IRA plan participants with just a few clicks. The Risk Number creates a common language, allowing you to bridge the gap between advisor and participants without flooding your to-do list. |
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Outside asset sync Seamlessly import outside assets from thousands of institutions. With client credentials entered remotely or by your side, manual updates become a thing of the past. |
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ComplianceNitrogen Compliance allows you to sift through your firm’s accounts and figure out which ones have a risk mismatch with their documented risk objective.
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Team BrandingTake the industry’s leading risk questionnaire and make it your own. With custom reports, report attachments, and the Risk Questionnaire, you can promote your brand — not ours.
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Share Clients, Portfolios, and ModelsMake it easy for all of the advisors and staff in your firm to share clients and portfolios, while maintaining the firm's ownership of its critical data and history of client engagement, even when advisors leave.
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Multi-Team Access ControlCustom access configurations keep you in control. Set granular permissions to ensure users are working with the right data in the right contexts. Create multiple team structures, and allow some users access across the entire enterprise.
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Dedicated Relationship ManagerThe industry’s best support team loves serving those who empower the world to invest fearlessly, and nobody knows that better than our enterprise partners. Our proactive, dedicated enterprise relationship managers aim to delight and ensure your specific needs are promptly met.
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Custom Market Assumptions*Does your research team have a very specific view of capital market assumptions and risk methodology? Enterprise customers can work with our research team to insert their own risk lens to power the Risk Number analytics. (Some professional services fees may apply, depending on complexity.)
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Custom Default Model Portfolios*Build a sandbox around available research by customizing which models are in the the Nitrogen Partner Store.
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Fully Customized IPS*Customize the PDF and printed reports to reinforce your firm's brand.
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Enterprise IntegrationsSnap Nitrogen into your advisors’ existing workflows and unlock the ability to connect multiple offices into the same instance of your portfolio management platform.
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Custom Investment ChoicesWith over 85,000 stocks, ETFs, mutual funds, and more at an advisor's fingertips, our enterprise partners can customize the availability of investment choices, contributing proprietary strategies to the platform, or creating a white-list or black-list of investment choices that can be included in proposals. (Some professional services fees may apply, depending on complexity.)
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*Professional services fees apply. | Get Started | Get Started |
BUILT TO SCALE
Custom pricing for your firm
Let us help you build a solid foundation for long-term success and accelerate your firm’s growth. Schedule a personalized demo to learn how Nitrogen can be tailored to your firm.
We accept payment via ACH or credit card. In some cases, third party checks from custodians can be applied to your account. Enterprise clients can arrange to pay by ACH push or wire transfer with prior credit approval.
Each advisor and their business is unique. Depending on what your goals are we’ll make sure to match the right plan to you and your firm. If you need help in choosing the right plan, contact our sales team.
Each registered staff member would need their own license. Riskalyze is most powerful when the entire office embeds it into their process. See how this firm made Riskalyze an integral part of the business. Learn what Office Pricing can do for your team!
Yes, we take the protection of your data very seriously at Riskalyze. You can find more in our Privacy Policy and Terms of Service.
Yes, our pricing and contracts have been designed to help you build a successful business. We’re focused on the long-term, and believe that committing to our investment in each other delivers long term value to your business. Read more about contracts from our CEO, Aaron Klein.
You bet there is! It’s easy and you can do it. Riskalyze invests resources to make sure you get the most value out of the product as you embed it into your process. Check out more at nitrogenwealth.com/training.