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Leverage Nitrogen’s proprietary analytics

Speed up investment research, provide deep portfolio analytics, and empower advisors to ‘wow’ the most analytical of clients.

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How This Benefits Everyone In Your Firm
  • Financial Advisors

    Unleash your team’s inner math genius with in-depth analysis of everything from modeled performance, comparisons, sector breakdowns, regional exposure, and more.

  • Clients & Prospects

    Create a roadmap for your clients with a single click. Our white-labeled PDF and printed reports are intuitive to clients, reinforce your firm’s brand, and are FINRA compliant.

  • Compliance Personnel

    Build a repeatable process that keeps clients engaged and your compliance needs in check. With powerful analytics, reports, and business insights, your team can be sure that you’re working in the best interest of your clients and can prove it to regulators.

  • Firm Executives

    Leverage Nitrogen’s proprietary analytics across your firm to build a unique and repeatable client process. When all of your advisors leverage the Risk Number, 95% Historical Range, Riskalyze GPA, and more, you’ve got a system in place to convert prospects and retain clients.

Benefits of
Research Center

Screen for Securities

Find funds and securities that fit the needs of your clients and prospects.

Run Stress Tests and Model Scenarios

Run portfolios through historical scenarios to illustrate what is ‘normal.’

Craft Better Portfolios and Proposals

Build portfolios that use your firm’s models/funds and meet the needs of your clients.

Generate Compelling Reports

Build reports that convert prospects and retain clients.

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See for yourself how Nitrogen’s Research Center can help your firm document fiduciary care, attract and win clients, and protect your business.

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Powerful Analytics to Engage with Clients

Detailed Portfolio Stats
Detailed Portfolio Stats

Unleash your inner math geek with in-depth analysis of everything from modeled performance comparisons, sector breakdowns, regional exposure, and more!

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Individual Security Analysis
Individual Security Analysis

Dive deeper into your analysis with a rich set of analytics and metrics for individual stocks, ETFs, and mutual funds.

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Find the perfect investment for your clients with security analysis and fund screening. Discovery empowers you to quickly dive into your investment research based on your most important search criteria including the Risk Number®, GPA®, expense ratios, and more.

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See how firms are driving
growth with Nitrogen

Advisor wins $4.7M client and increases efficiency

Discover how P.J. has won clients faster and retained them for longer with Nitrogen.

Nitrogen demystifies investment conversations for clients with clear illustrations

Acorn Wealth Advisors use detailed portfolio stats in Nitrogen to simplify complex concepts and enhance client trust.

$150M AUM firm, Amwell Ridge Wealth Management, saves thousands by consolidating technology spend with Nitrogen

Nitrogen Elite allowed David to sunset outdated analytics technology and make risk conversations accessible and meaningful for the everyday client.

Trusted by the best brands in wealth management

Thousands of wealth management firms and financial advisors have propelled their success with Nitrogen.