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

We are constantly 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 Timeline50%

Q2 Spring Product Updates

 

Risk Center

AI Statement Capture: Smarter Portfolio Onboarding

Portfolio entry has never been faster or more secure. Nitrogen AI now processes both PDF statements and spreadsheets with approximately 80% accuracy—turning raw financial documents into fully structured portfolios in seconds. There’s no need to follow strict templates anymore. Whether you’re uploading a custodian-exported CSV or a scan of a prospect’s quarterly statement, our AI parses, maps, and structures the data intelligently and privately, within Nitrogen’s secure environment. Most advisors already have access to this feature within Risk Center; just look for the “Nitrogen AI” tag when adding an account.

Learn More

Greater Control and Efficiency

Advisors now have the ability to apply advisory fees at the portfolio level—enabling tiered or breakpoint-based schedules that reflect how many firms actually manage client relationships. Nitrogen applies blended rates automatically and distributes fees pro rata across accounts, offering both accuracy and flexibility.

With new Account Grouping capabilities, advisors can also organize household accounts by purpose—such as short-term goals, retirement, or education—and analyze each group’s risk and investment mix individually.

We’ve made Structured Notes more transparent by adding maturity dates and their underlying securities.

Shares Support for Portfolios gives advisors a new way to define holdings using shares, market value, or percentage, with market values automatically “floating” based on daily prices. This eliminates manual recalculations, improves accuracy, and accelerates portfolio entry — all without requiring external integrations.

 

planning Center

Enhanced Retirement Income Modeling

Advisors can now enter Multi-Year Guaranteed Annuities (MYGAs) using just a few fields—term, start date, and interest rate—and instantly see how they impact the portfolio’s overall risk and return characteristics. This simplified workflow enhances the visibility of annuities, which typically carry very low Risk Numbers.

In addition, new pre-built templates for retirement income sources like pensions and Social Security streamline planning conversations and integrate automatically with inflation assumptions. This allows advisors to isolate guaranteed income sources in Planning Center and clearly demonstrate how annuities can close the retirement income gap.

Research Center

Research Center & Strategies Builder with Deeper Insights

Research Center now works hand-in-hand with Reports Builder to provide deeper, faster insights. From any Stats view—whether you’re in Discovery, Security Stats, or Multiview—advisors can launch directly into Reports Builder, with benchmarks, comparisons, and client details automatically carried over. You can preview the report before downloading, send it directly via email, and even track completion statuses—all without leaving the app. The ability to save custom report templates and display key performance stats like SEC 30-Day Yield makes this the most powerful version of Reports Builder yet.

Strategies Builder (formerly Securities Builder) has been completely reimagined. Advisors can now upload a strategy’s composite performance and define its underlying holdings. This unlocks a full suite of analytics in Research Center—like modeled performance, Risk Number, size and style breakdowns, asset classifications, and sector exposure. By combining real-world performance data with transparent research attributes, firm-managed strategies can now shine just like models in Nitrogen.

Q1 Winter Product Updates

Command Center- Now Firm Controls

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.