Risk Center
Leverage the Risk Number and 95% Historical Range across your firm to manage client expectations and objectively pinpoint how much risk clients want, have, and need to reach their goals.
- Risk Tolerance
Risk Assessments pinpoint exactly how much risk an investor wants — eliminating the stereotypes that have made risk tolerance all but useless. Use the leading scientific framework to objectively pinpoint an investor’s Risk Number®, whether you’re across the room or across the world. Learn more about risk tolerance>
- Portfolio Risk
Portfolio analysis empowers you to assess how much risk an investor currently has. A portfolio-wide Risk Number and 95% Historical Range™ enable you to make investment decisions and demonstrate alignment (or misalignment) to your prospects and clients. Learn more about portfolio risk>
- Proposed Risk
Proposals allow you to build the perfect portfolio with the exact amount of risk an investor should take on. Whether from scratch or from a model, you can easily showcase why a portfolio in alignment with the investor’s Risk Number is right for them.
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 Risk Center in action
See for yourself how Nitrogen's Risk Center can help your firm grow your assets, increase client satisfaction, and protect your business.
Book a Demo
Risk Center is Nitrogen’s risk alignment product for financial advisors. It measures a client’s comfort with risk against how much risk their portfolio actually carries, using the Risk Number®, the 95% Historical Range™, and Stress Tests to help advisors lead clearer investment conversations. Nitrogen has generated more than 50 million Risk Numbers since its founding.
The Risk Number® is a score from 1 to 99 that measures a client’s comfort with risk and their portfolio’s actual risk level. Instead of a vague label like “moderate,” a generic risk questionnaire might offer, clients get a precise number they can use to have a real conversation with their advisor.
The 95% Historical Range™ shows the realistic gain or loss a portfolio could experience over the next six months, based on historical market data. It gives clients a concrete dollar range, so they know what to expect before volatility hits.
Stress Tests show how a client’s portfolio would have performed during major historical market events, including the COVID-19 crash. Advisors use them to walk clients through worst-case scenarios before they happen, turning market anxiety into a documented conversation.
Nucleus is Nitrogen’s agentic AI engine. In Risk Center, it helps keep your models and market data current, surfaces the analysis behind a client’s Risk Number, and can pull in Research Center tools right from the conversation.
Risk Center is part of Nitrogen’s connected suite of advisor products. A client’s Risk Number carries into Research Center, Income Center, and Tax Center, so every conversation builds on the same foundation.
Book a demo or take a self-guided tour to see Risk Center firsthand.