YOUR CLIENTS’ LEGACY STARTS HERE
Legacy Center
Your clients have spent decades building something meaningful. Legacy Center gives advisors a structured, intentional way to make sure it reaches the right hands and that the next generation knows exactly who to call.
- Financial Advisors
When a client passes, assets tend to follow existing relationships. Legacy Center gives advisors a natural, client-approved way to build one with the next generation before it’s needed, so when the time comes, you’re already the person they trust.
- Clients & Prospects
Clients work hard to build something worth passing on. Legacy Center helps them see exactly what that looks like in real projected dollars, mapped to the people and causes they care most about. It’s a conversation most clients have never had with their advisor.
Now they can. - Beneficiaries
For most beneficiaries, an advisor is a stranger they hear about at the worst possible time. A Legacy Key changes that. It’s a formal, personal introduction sent while the client is still there to make it, so when something happens, there’s already a trusted contact waiting.
- Firm Executives
Generational wealth transfer isn’t just a client-level event. It’s a firm-level risk. Legacy Center gives executives a proactive way to protect AUM across their book by building next-gen relationships at scale, before assets have a reason to leave.
Build a complete visual picture of what a client's legacy looks like including accounts, trusts, insurance, and beneficiaries, in real projected dollars.
Send a formal, client-approved Legacy Key to each beneficiary so they know who to call before they ever need to.
Advisors have many tools for executing estate plans. Legacy Center focuses on building a relationship with the next generation while the client is still there to make the introduction.
Build relationships with beneficiaries while the client is still there to make the introduction, so assets have a reason to stay.
Meet Legacy Center
Watch our Spring Product Launch event to see how Legacy Center builds intentional relationships with the next generation, plus, explore major updates across the entire Nitrogen suite.
Planning.
- Legacy Map
Every financial plan has an end. Legacy Map shows what happens after it.
Built from data already in Nitrogen, including your client’s portfolio, income projections, and account structure, Legacy Map generates a complete visual picture of the estate. Accounts, trusts, insurance policies, and beneficiaries, all tied to real projected dollar amounts. Advisors go from zero to a full legacy picture in minutes.
For the first time, clients can see not just what they’ve built, but who it’s going to and what it’s actually worth to them.
- Legacy Key (Launching Soon)
Once the map is in place, Legacy Key turns it into action.
A Legacy Key is a personalized, advisor-branded introduction sent directly to each beneficiary through Nitrogen. It’s client-approved, formally delivered, and designed to earn a permanent spot in someone’s inbox. It includes your contact information, a simple guide for what to do if something happens, and a landing page with clear next steps.
Advisors have always known that a business card in a drawer isn’t a plan. Legacy Key is.
- Report Element
The Legacy Map is available as a report element in Reports Builder. Add it to any client deliverable to produce a clean, multi-page PDF showing the complete estate picture, including total estate overview, accounts, trusts, life insurance policies, and beneficiaries with projected dollar amounts and allocation percentages. Advisor-branded and printable, it gives clients and their families something they can hold onto and reference long after the meeting ends.
See Legacy Center in Action
The introduction you make today could be the relationship that lasts from generation to generation.