Plans that scale with your business

From independent RIAs to the nation’s largest broker-dealers, Nitrogen offers the right solution for you and your firm.

Nitrogen Elite

The world’s #1 client engagement platform with proven growth tools and powerful analytics.
per registered staff member

Nitrogen Ultimate

The firmwide alignment platform to drive a consistent client experience across your advisors and compliance analytics for every account.


Compare our plans

Discover the Nitrogen plan that best fits your firm’s needs and unlocks the potential for growth.

Features Nitrogen
Risk assessments
Portfolio risk
Retirement maps
Stress tests
Lead generation questionnaire
Risk/reward heatmap
Partner store
Printed reports
Detailed portfolio stats
Individual security analysis
Advisor marketing kit
Retirement plans
Outside asset sync
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.
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.
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.
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.
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.
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.)
Custom Default Model Portfolios*Build a sandbox around available research by customizing which models are in the the Nitrogen Partner Store.
Fully Customized IPS*Customize the PDF and printed reports to reinforce your firm's brand.
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.
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.)
*Professional services fees apply. Get Started Get Started


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.

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Frequently Asked Questions
Pricing FAQs
How can I pay?

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.