NITROGEN PRICING PLANS

Find the right plan for your needs

Nitrogen Plans

Our plans for advisors are recommended for firms with 1-2 advisors or solo practitioners

Riskalyze

$1,188/year*

  • Risk Tolerance Questionnaire
  • Basic Portfolio Proposals
  • Custodial Integrations

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Nitrogen Risk Center

Everything in Riskalyze, plus:

  • Expanded Securities Coverage
  • Lead Gen Questionnaire
  • Stress Tests
  • Heatmaps
  • 401K Retirement Plans
  • Tech Integrations
  • Advisor Marketing Kit
  • And More

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Nitrogen Complete

Our premium advisor offering:

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* $1,188 is the annual ACH payment price for Riskalyze. For payment with a credit card, the price is $1,250/year.

Our solutions for teams are recommended for firms with 3-1000+ advisors.

Risk Center

INCLUDED

Equip your advisors with the #1 risk tolerance, proposal, and client engagement solution in the profession. Use the Risk Number® to consistently attract and win clients, and retain them as fearless investors.

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Command Center

INCLUDED

All team deployments of Nitrogen are powered by Command Center, providing firm management with a comprehensive dashboard for total oversight and control. Track AUM growth, manage proposals, and ensure compliance with risk tolerance documentation. Command Center offers a unified source of data, allowing your firm to operate efficiently and effectively.

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Planning Center

ADD-ON

It’s the fastest way to build a clear plan. From goals-based accumulation projection, to retirement income modeling, clients can see and understand the long-term value of advice.

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Research Center

Add-ON

Get access to fund screening, model management, and detailed stats on portfolios and securities. Upgrade your experience from back office research to richer reports for sophisticated clients.

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The Centers that make up our plans:

The #1 proposal and engagement resource in the profession

  • Risk Tolerance Questionnaire
  • Lead Gen Questionnaire
  • Portfolio Risk
  • Proposals
  • Stress Tests
  • Scenarios
  • Heatmaps
  • 401K Retirement Plans
  • Advisor Marketing Kit
  • IPS Report Elements

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The best analytics to power fund discovery and sophisticated reports

  • Portfolio Stats
  • Security Stats
  • Security Discovery
  • Modeled Performance
  • Diversification Analysis
  • Regional Exposure
  • Sector Breakdown
  • Risk/Reward Scatterplot
  • Research Center Report Elements

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The fastest way to build a simple plan that keeps clients fearless

  • Retirement Map and Reporting
  • Probability-Based Longevity Risk
  • Dynamic Retirement Scenarios
  • Non-Asset Income Deposits
  • Income By Source
  • Portfolio Income Floor
  • Portfolio Legacy Calculation
  • Annuity Income Rider Modeling

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The oversight and controls teams need to get the most out of Nitrogen

  • Firmwide Data Feed
  • Team Data Sharing
  • User Management
  • Customized Reports
  • Risk Objective Control
  • Advanced Search Options
  • Proposal Analytics
  • AUM Growth and Risk Insights
  • Client Sentiment Insights
  • Custom Securities Builder

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CUSTOMER Testimonials

What advisors have to say

“The platform is incredibly user-friendly”
"I've been using Nitrogen for months now and it's been a game-changer for my business. The platform is incredibly user-friendly and has helped me streamline my workflow. Plus, the customer service team is always quick to respond and super helpful."
Jordan L.
Cetera Financial Group
“The best decision I made for my business”
"I was skeptical about using Nitrogen at first, but after giving it a try, I can confidently say it's the best decision I made for my business. The platform has saved me so much time and effort, and the results speak for themselves. My productivity has increased significantly since I started using Nitrogen."
Riley P.
Advisors Excel
“The growth and retention of our client base has been significant”
"The growth and retention of our client base has been significant, even in discouraging markets. Our clients have had an expectation set for their funds’ fluctuation through our process utilizing the Nitrogen features. Prospects understand what our investment management looks like and what they can expect in the future, not just seeing hindsight performance data."
NINA O.
Advisor in North Carolina
“Nitrogen has been a lifesaver for my team”
"Nitrogen has been a lifesaver for my team. It's made collaboration and communication so much easier, and we've seen a noticeable improvement in our overall efficiency. I highly recommend Nitrogen to any business looking to streamline their processes and boost their productivity."
Avery K.
United Planners Financial Services
Frequently Asked Questions
How can I determine the potential ROI of using Nitrogen for my advisory practice?

You can use our ROI calculators to estimate the potential return on investment when using Nitrogen. Whether you’re focused on client retention, engagement, or new client acquisition, our calculators help you understand the financial impact of our tools on your practice. Try the ROI calculators here.