What’s New
Product announcements and enhancements
Whether you’re new or a power user, this hub has everything you need — past insights, future innovations, and the latest updates. Register for events, explore the roadmap, and watch past launch recordings.
Fall Product Launch Event Releases
Ai Tax center
Drag. Drop. Done
The headline of Q4: AI Tax Center is here!
Drop in a 1040 and let Nitrogen AI instantly translate it into a clear, client-ready Tax Snapshot that helps you discuss taxes confidently — no CPA license required. It’s how advisors turn complexity into clarity—and crush it in client meetings.
What You’ll See:
- Clean, visual tax summaries with income, deductions, and effective rates.
- Held-away asset detection to uncover new opportunities and convert more accounts.
- AI-generated planning insights that surface actionable ideas — from Roth conversions to loss harvesting — personalized to each client.
AI Tax Center makes every advisor tax-aware, credible, and ready to uncover new value in every conversation.
Available November 2025
$99/month — pre-order now for $79/month preferred pricing!
ai meeting center
Prep Smarter, Not Harder
research Center
Research Center Gets Smarter with AI In Discovery
Discovery introduces an all-new, conversational way to find investments. Just type what you’re looking for — like “Show me ETFs less risky than a 75 with dividends above 2%” — and Nitrogen translates your request into filters on the fly. Refine it naturally with prompts like “only large cap” and watch your results update instantly.
No dropdowns. No toggles. Just simple, intuitive research.
Also new in Research Center:
- 10-Year Trailing Returns — Tell the long-term performance story clients have been asking for.
- Partially Illustrated Trailing Returns — Show the full picture even when some holdings lack full history, with clear disclosures for transparency.
planning Center
Planning & Annuities: Stronger Income Stories, Smarter Stress Tests
This release redefines how advisors model annuities and plan for retirement. Check out the updates to Planning Center to experience:
- Redesigned Annuity Capability — See what matters most upfront: income start date, income amount, and return. No clutter, just clarity.
- Expanded Variable Annuity Coverage — More products, cleaner provider data, and faster search.
- New Income Rider Methodology — Model income riders the right way, with growth that continues during the income phase.
- Income Stress Tests in Planning Center — Run real-world market scenarios like 2008 or 2022 and see how guaranteed income changes the story.
Now, when you sit down with a client to discuss their plan, you can visually show peace of mind under any market condition
ai enhancements
AI Statement Capture: Now With Shares
You asked — we delivered.
AI Statement Capture now supports share quantities, meaning faster, cleaner portfolio setup and reduced drift from day one.
Upload by quantity, download by quantity — Nitrogen now reads statements with precision, whether you’re importing, editing, or exporting holdings.
Fearless investing summit
Climbing to New Heights In Denver
Product Update Training
Tune in October 28th to see our latest product updates and how you can start incorporating them into your workflow right away! This training is led by two Nitrogen Advisor Coaches for a more detailed look at what was announced in our Product Launch Event.
Register NowPrevious Product Launch Event Recordings
Watch the most recent Q4 Fall Product Launch Event!
Watch the Q3 Summer Product Launch Event!
Watch a fresh wave of innovative updates!
We’re here to equip you
Master Nitrogen with Training & Additional Resources
Join team Nitrogen for an in-depth day of classroom-style training. Whether you’re brand new to the movement, or have been using Nitrogen for years, you’ll be sure to level-up your skills and take valuable insights back to your firm.
From Nitrogen platform training to marketing assets, our library of customer resources exists to help your firm get the most from Nitrogen.
PRODUCT NEWSLETTER
Never miss an update
Get the latest updates, feature releases, and improvements designed to optimize your experience.