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Custom control at scale. For firms of every size.
Firm Controls is a suite of configuration and management tools built for firms that want more control, empowering you to customize the Nitrogen experience across users, reports, and portfolios with precision and efficiency.
- Firm Administrators
Gain full control over your Nitrogen implementation without needing enterprise infrastructure. Search, emulate, and manage advisors and offices more efficiently than ever—and reassign clients in bulk to reflect team transitions or advisor changes.
- Individual Advisors
Easily showcase your value with beautifully branded reports that reflect your unique identity. Build and propose proprietary strategies using real-world performance data or custom assumptions—without relying on prebuilt product catalogs.
- Operations Teams
Reduce manual work and streamline oversight. From user provisioning and client assignment to data visibility and model sharing, Firm Controls helps your operations scale as your business grows.
- Marketing & Branding
Ensure brand consistency across every touchpoint. With Custom Brand Colors flowing through every Nitrogen report, your client-facing materials reflect the firm’s story and design—no manual edits or external tools required.
Benefits of
Firm Controls
Create reusable, firm-specific securities—complete with a custom ticker and name. Upload historical performance data to generate modeled risk and return analytics, or define risk parameters manually for securities like private placements or structured products. Now, you can model proprietary strategies and present them just like any other investment in Nitrogen.
Need to move advisors between offices or reassign clients across your team? Firm Controls includes enhanced advisor emulation, office search, and bulk client transfer capabilities—purpose-built for administrators. Search for advisors by office, emulate their view in real time, and reassign clients at scale with just a few clicks. It's everything you need to keep your firm organized and moving forward.
Firm Controls includes several powerful capabilities designed for operational efficiency:
- User Management: Add and manage advisors as your firm grows
- Data Sharing: Enable collaboration with shared models, clients, and portfolios
- Team Identity Controls: Choose whether to emphasize the advisor’s name or the firm’s brand on reports and client-facing outputs
Build strategies. Tell the full story.
Introducing Strategies Builder—a powerful enhancement that gives you the best of both performance-based and research-driven analytics. Now, when you create a strategy in Nitrogen, you can assign actual monthly performance and specify the underlying holdings, allowing your strategy to behave much like a model across the platform.
So what’s the difference between a model and a strategy?
- Models are allocation-based containers. You set their holdings, and Nitrogen derives all analytics—including Risk Number, Historical Range, GPA, and more—from those holdings.
- Strategies are performance-driven. You provide composite returns and (optionally) underlying holdings. Nitrogen derives risk and return from the actual performance history, while still surfacing detailed breakdowns like Size & Style, Sector Exposure, and Stock Intersection from the holdings you attach.
If your strategy changes frequently—like many tactical or hybrid approaches—its performance profile may differ from the static holdings you might model elsewhere. That’s why Strategies Builder was built: to accurately represent what your clients experience, while still visualizing how it’s constructed.
And because your strategies integrate directly into Research Center and Reports Builder, you can illustrate performance and positioning in beautifully branded, fully compliant reports—at scale.
Holdings Dashboard
Gain firm-wide visibility into what every office, advisor, and account actually holds—right now. The Holdings Dashboard surfaces exposure, concentration, and overlap at a glance, so administrators can spot risks, answer compliance questions, and standardize best practices without digging through individual portfolios.
- Filter by office, advisor, or strategy and drill into positions, weights, and recent changes.
- Identify concentration risk, drift, and ticker overlap across books of business.
- Compare firm models vs. actuals to drive adoption and reduce dispersion in outcomes.
- Export snapshots for audit requests and roll findings into beautifully branded reports.
Request a demo
See for yourself how Firm Controls can help your firm customize the Nitrogen experience with precision and efficiency.
Available Now
Firm Controls is included in our Nitrogen Complete plan, or can be added on to the vast majority of our plan types. Whether you’re building a boutique firm or scaling a growing enterprise, you now have access to the configuration tools that make it possible.
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