The #1 Risk Tolerance Questionnaire in Wealth Management
Quantify an investor’s risk tolerance
Nitrogen built the Next Gen Risk Assessment — not your typical questionnaire — to change the conversation around risk tolerance. When advisors aren’t afraid to talk about risk, investors aren’t afraid to make the right decisions.
Our Risk Assessment is built to quantify a client’s risk tolerance in less than 5 minutes. And the beauty of it lies within its adaptive, dynamic format. Using real dollar amounts, each question builds off the last to make a truly interactive experience.
The old way of assessing risk just doesn’t work…
- Age stereotypes fail: 52% of 20-29 year-olds aren't "aggressive," and 53% of 70-79 year-olds aren't "conservative”!
- Subjective interpretation of insider terms: "Moderately aggressive" holds different meanings for each client.
- Limitations of market sentiment assessment: Attempts to pin down a moving target that will never ever tell the whole story.
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#1 RISK TOLERANCE
QUESTIONNAIRESince our founding in 2011, Advisors have delivered over 5 million Risk Numbers to clients!
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PRIZE-WINNING
FRAMEWORKOur Next-Gen Risk Assessment was built upon decades worth of behavioral economic work called Prospect Theory which won the Nobel Prize for Economics in 2002.
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TRUSTED BY THOUSANDS OF FIRMS
Don’t just take it from us — thousands of firms trust us to be their sole risk solution.
Generate leads using our award-winning Risk Tolerance Questionnaire
Not only does Nitrogen help you win new clients by analyzing a prospect’s statement; we also help you generate new leads! Advisors can easily embed a version of our risk tolerance questionnaire into their site, and use it to generate new leads. (Fun fact: The average Nitrogen advisor gets 28 leads through this feature!)
Each time a lead completes the questionnaire, Nitrogen will send you an email notification. You can then log into Nitrogen to review their contact information, Risk Number details, and start building a plan, all before your first meeting!
Putting the Risk Number into action
Whether your client is across the room or across the world, you can send them a link and walk them through the assessment from start to finish.
Once completed, Nitrogen generates their Risk Number® on a scale of 1-99, utilizing a scientific framework that won the Nobel Prize for Economics. The Risk Number is an objective, quantitative measurement of an investor’s true risk tolerance and the risk in a portfolio.
When clients know their Risk Number, they know you’re acting in their best interests. And these assessments are time-stamped and archived, giving you the confidence that you know your client and can prove it quantitatively.
After all—you didn’t tell them they’re a 42. They told you they’re a 42.
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