Let’s chat RETIREMENT 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.

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How This Benefits Everyone In Your Firm
  • 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

Align Risk Tolerance with Risk Capacity

Determine how much risk clients need to take on to reach their goals.

Illustrate Success in Minutes, Not Hours

Serve clients who don’t need or want a comprehensive plan.

Retain Clients for the Long Haul

Equip advisors to keep clients fearless, even when the short term is volatile. 

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See for yourself how the Nitrogen Client Engagement Platform can help your firm grow your assets, increase client satisfaction, and protect your business.

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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.

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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.

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A POWERFUL TOOL FOR FIRMS

See how firms are driving
growth with Nitrogen

SUCCESS STORY
Brian Horn uses Nitrogen to win clients and uncover held-away assets

How one financial advisor wins a high percentage of prospective clients when Nitrogen is brought up in the introductory meeting.

SUCCESS STORY
Firm experiences 15% increase in prospects with Nitrogen

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.

SUCCESS STORY
Nitrogen helps Swan Retirement Planning win every prospect

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.