Let’s chat Planning
Plan for every possibility.
Equip advisors to model risk capacity, time horizon, and long-term probability of success in a way that makes sense to clients. Whether as a precursor to a comprehensive plan, or in lieu of the arduous process, see how light planning helps you win and retain business.
Book a demo Watch Video-
Financial Advisors
Illustrate your team’s expertise and start the financial planning process with Retirement Maps. Pull the investment amount, monthly savings, retirement year, monthly withdrawal, and more straight from a client or prospect’s profile and instantly show them their probability of success.
-
Clients & Prospects
Paint the picture of risk capacity to see if clients have the right amount of risk to reach their goals. Clients love seeing their map bounce into the green. Bonus: you’d be surprised how often a client’s desire to bolster their Retirement Map jogs their memory about held-away assets.
-
Firm Executives
Give your team the tools to kickstart the financial planning process and even discover held-away assets. Now, you’ve got a great precursor to a financial plan and your team has the ability to upsell into a comprehensive plan where appropriate.
Benefits of Light
Planning Software
Determine how much risk clients need to take on to reach their goals.
Serve clients who don’t need or want a comprehensive plan.
Equip advisors to keep clients fearless, even when the short term is volatile.
Request a demo
See for yourself how the Nitrogen Growth Platform can help your firm win prospects faster, drive a personalized client experience at scale, and increase firmwide efficiency.
Talk about the big picture.
Use Retirement Maps to paint the picture of risk capacity and see if an investor has the right amount of risk to reach their goals. Add a client’s investment amount, age, retirement date, and more to start the goal-planning conversation.
Learn More
Drop events on the Timeline.
With dynamic Timeline events, Retirement Maps becomes an interactive, light financial planning tool. With just a few clicks, clients can see the real-time effects of purchasing a vacation home, sending a child to college, or social security income.
Learn MoreA POWERFUL TOOL FOR FIRMS
See how firms are driving
growth with Nitrogen
How one financial advisor wins a high percentage of prospective clients when Nitrogen is brought up in the introductory meeting.
Virginia Harriett and Michael Harriett increase their firm’s efficiency, attract more clients, and have better client conversations with Nitrogen as a central part of their tech stack.
Gabe Swan deploys Nitrogen to combat emotional investing, pairing 100% of his clients with a portfolio in the platform.
Trusted by the best brands in wealth management
Thousands of wealth management firms and financial advisors have propelled their success with Nitrogen.
