AI-Powered Software for Every Stage of the Client Relationship
From your first prospect conversation to every client review, Nitrogen gives firms of every size the tools to show up ready to impress.
Risk Center
The #1 proposal and engagement resource in the profession
- Risk Tolerance Questionnaire
- Statement Capture
- Proposal
- Lead Gen Questionnaire
- Portfolio Risk
- Stress Tests
- Scenarios
- Heatmaps
- 401k Retirement Plans
- Advisor Marketing Kit
- IPS Report Elements
Research Center
Simplify research, provide analytics, and impress every client
- AI-Powered Discovery
- Security Stats
- Security Discovery
- Portfolio Stats
- Modeled Performance
- Diversification Analysis
- Regional Exposure
- Sector Breakdown
- Risk/Reward Scatterplot
- Research Center Report Elements
Income Center
Model risk, time horizons, and probabilities for success
- Retirement Map & Reporting
- Income By Source
- Dynamic Retirement Scenarios
- Non-Asset Income Deposits
- Portfolio Income Floor
- Portfolio Legacy Calculation
- Probability-Based Longevity Risk
Tax Center
Instantly turn any 1040 into clear, client-ready visuals and smart insights
- Client Tax Snapshot
- AI-Powered Insights
- Held-Away Asset Detection
- Visual Tax Bracket Analysis
- Charitable Giving Insights
- Capital Gains Analysis
- Deduction & Credit Breakdown
Legacy Center
Build lasting relationships with the next generation of wealth
- Legacy Map
- Legacy Key
- Report Element
Insurance Center
Score Life Insurance and long-term care coverage against real need
- Coverage NumberTM
- Insurance Coverage Assesment
- Life & LTC Gap Analysis
- Retirement Income Gap Analysis
- Coverage Proposals
Ask us about exclusive pricing for your broker dealer — contact us to learn more.
Interested in Enterprise Pricing?
Contact Us to Learn More
The AI Engine Behind The Suite
Most AI tools are all brain and no hands. They give you more to read. Nucleus gives you less to do. It executes workflows, answers complex questions, and gets you meeting-ready — all within an ISO 42001 certified AI management framework.
Experience Nucleus
Analyzing 1040 for tax opportunities Extracting PDF statement for investment analysis Comparing the current portfolio to your proposed portfolio What advisors are saying
“This is the single best piece of software I have come across in 15 years of being a registered investment advisor.”
“Nitrogen helped us move over $1M in assets in the first three months. ”
“Nitrogen is an incredible piece of fintech. With a seamless user experience, clients of all ages are enjoying it. ”
“Nitrogen is client suitability and ethical practices defined. ”
“Nitrogen helped me save a $650,000 client, and connect with them on a whole new level. ”
“Nitrogen really gives my clients an edge in understanding risk. It is easily the best technology I use in my practice. ”
“The Risk Number is translational for our clients. They just get it. ”
“For all you advisors thinking of using Nitrogen, DON’T! I want this fantastic, incredible, game changing tool all to myself. With it, only I will be able to rule the entire investment world!”
“Nitrogen is such a great tool. I'm new to using it in my practice, and already can't imagine running my business without it.”
The markets run on financial advice. Financial advisors run on Nitrogen.
Book a demo to have one of our experts answer any questions and show how thousands of firms like yours have found success with Nitrogen.