Nucleus™
Your expertise is too valuable to spend on manual prep. Nucleus connects the dots across every client profile, handles the busywork, and gets you meeting-ready before you sit down.
- Turn Statements into Portfolios
Every proposal starts with a portfolio, and every portfolio starts with data entry. Statement Capture is where that ends.
Hand Nucleus a client’s brokerage statement, even a scanned PDF, and it reads the holdings, matches the securities, and builds a portfolio inside Nitrogen automatically. What used to take twenty minutes of manual entry now takes seconds.
Advisors move straight into the next step, running a Risk Assessment or building a proposal, without touching a keyboard.
- Turn 1040s into Tax Insights
Upload a client’s tax return, and Nucleus turns it into a client-ready Tax Snapshot, surfacing Roth conversion opportunities and held-away assets an advisor might otherwise miss.
- Turn Prompts into Shortlists
Describe the investment you’re looking for in plain language, something like “U.S. large cap ETFs with low risk,” and Nucleus turns that request into a real security shortlist, pulled straight from Research Center.
- Turn Meetings into Action
Nucleus can capture the conversation during a client meeting, then generate notes, talking points, and next steps automatically, so nothing gets lost between meetings.
What advisors are saying
“This is the single best piece of software I have come across in 15 years of being a registered investment advisor.”
“Nitrogen helped us move over $1M in assets in the first three months. ”
“Nitrogen is an incredible piece of fintech. With a seamless user experience, clients of all ages are enjoying it. ”
“Nitrogen is client suitability and ethical practices defined. ”
“Nitrogen helped me save a $650,000 client, and connect with them on a whole new level. ”
“Nitrogen really gives my clients an edge in understanding risk. It is easily the best technology I use in my practice. ”
“The Risk Number is translational for our clients. They just get it. ”
“For all you advisors thinking of using Nitrogen, DON’T! I want this fantastic, incredible, game changing tool all to myself. With it, only I will be able to rule the entire investment world!”
“Nitrogen is such a great tool. I'm new to using it in my practice, and already can't imagine running my business without it.”
See Nucleus in action
Every minute Nucleus saves on prep is a minute back in the conversation that actually grows your business.
Book a Demo
Nucleus is Nitrogen’s agentic AI engine. It’s embedded directly inside every Nitrogen product, so you can ask it to build a portfolio, generate a report, or pull up a client’s Risk Number® from wherever you’re already working, instead of switching to a separate tool.
Every advisor on a current Nitrogen plan. Nucleus isn’t a premium add-on; it’s built into the products you already use, whether you need quick prep before a meeting or a full multi-step workflow handled for you.
Nucleus runs across the whole suite. The same engine that builds a portfolio in Risk Center can build a Retirement Map in Income Center, a tax snapshot in Tax Center, or a Legacy Map in Legacy Center, using the client data already in your account.
No. Every action that touches client data requires your explicit confirmation first. Nucleus prepares the work and hands it to you for review; it never sends, saves, or executes anything on its own.
Nucleus operates inside Nitrogen’s ISO/IEC 42001 certified AI management framework, the first of its kind in wealthtech. Client data stays contained to that household and is never shared across clients.
If you’re on a current Nitrogen plan, Nucleus is already available at no additional cost. Book a demo and we’ll show you how to put it to work inside your own client profiles.