SUCCESS STORY

What’s the Value of Nitrogen for Enterprise-level Firms?

When a 5,000+ team of advisors needed access to instant portfolio insights, one asset management firm turned to Nitrogen’s integration focused API — and discovered 4x higher asset flows plus much more.

Download PDF
“It’s for those enterprises that say, ‘I’m not going to retrain 5,000+ advisors, and I’ve already got 17 tools on their desktop, I don’t need an 18th tool – but I would love to have that information integrated.’ For those people, the Nitrogen API gives you a way to get that information into their existing experience.”
— Jonathan Schapiro, CEO of Wealth Management Portfolio Insights, LLC

An Enterprise-level Firm Finds the Value of Nitrogen After Implementing the Platform Across 5,000+ Advisors

After spending over seven years as Head of Client Portfolio Analytics & Performance at one of the largest asset management and investment firms in the world, Jonathan Schapiro is no stranger to enterprise-level scale and operations.

“I ran the performance and analytics area for managed accounts, which also included all retail customers – so those clients that had managed accounts and didn’t,” Schapiro explains. “And I was essentially looking to up our game on highlighting embedded risk within a client portfolio.”

Schapiro’s firm needed software that could generate analytics and portfolio insights on demand and at enterprise-level scale, and through his search, he found Nitrogen.

 

Download PDF

Ready to create fearless investing stories of your own?

The world’s best fintech specialists would love to show you around.

Get a Demo