What’s New

Product announcements and enhancements Blog

Never miss out on another Product update! Here you can find a backlog of all our Product updates and enhancements of 2025

It’s only the beginning of the year, but we’ve already hit the ground running—delivering meaningful updates inspired directly by your feedback. From long-requested enhancements to behind-the-scenes improvements, we’ve been busy building a better experience for you.

We’re excited to keep the momentum going with even more updates, innovations, and features rolling out throughout the year. Stay tuned—and thank you for helping shape what we build next.

Innovation Timeline25%

Command Center

Firm Controls

Firm Controls brings powerful customization and team management to firms of all sizes—solo advisors included— with advanced tools to enhance branding, security modeling, and collaboration.

Custom Brand Colors seamlessly integrate your firm’s identity into every report, ensuring a polished, professional look optimized for readability. Custom Securities Builder lets you create and manage securities with custom ticker symbols, names, and performance data, giving you full control over portfolio modeling.

Beyond customization, Firm Controls streamlines collaboration with User Management for growing teams, Data Sharing for seamless access to models and portfolios, and Team Identity Controls to highlight the advisor or firm name on reports.

Included in Nitrogen Complete, Firm Controls helps you customize, manage, and scale effortlessly.

Reports Builder

Reports Builder

Building client reports just got an upgrade. With our new in-app report preview, you can review reports directly in Nitrogen before downloading or sending—making last-minute tweaks effortless. Reports are also more secure, accessible only through a secure URL.

Send reports directly to clients from Reports Builder in just two clicks—no more saving PDFs and attaching them to emails. Proposal statuses update automatically, keeping everything streamlined.

Reports are now more informative and compliant, featuring portfolio-level dividends and SEC 30-Day Yield for clearer insights. Custom report templates let you save and reuse preferred layouts, while new toggles simplify attachment management.

For larger firms and partners, our new external reports API lets firms connect Nitrogen reports with external systems, allowing for seamless integration. These enhancements make Reports Builder faster, smarter, and more efficient.

Additional Enhancements

  • Enhanced Expense Ratio Display – The app now reflects the Prospectus Net Expense Ratio, including Acquired Fund Fees & Expenses (AFFEs) for a more accurate cost breakdown.
  • Improved Bond Analytics – Expanded bond universe with more frequent pricing updates ensures the most precise risk assessments.
  • New Stats Multiview Report – Compare up to five investments or strategies side-by-side in the new Reports Builder feature.
  • Custom Timeframe Modeled Performance – Now select any timeframe for modeled performance reports instead of relying on predefined periods.
  • Email Reports Directly to Clients – Send proposals, snapshots, and reports straight from Reports Builder, eliminating the need to download and attach PDFs manually.
  • Firm Controls – Advisors can now customize brand colors and build custom securities, making reports more personalized and professional.
  • New External Reports API – Larger firms and third-party partners can now integrate Nitrogen reports into their own systems, expanding data accessibility and usability.