How to drive value with Nitrogen in your firm

  • Quantifying Risk Tolerance
    The old way of stereotyping investors based upon age and categorizing them with semantic terms like “aggressive” or “moderately conservative” just doesn’t cut it anymore.
  • Reframing Client Expectations
    Meet the #1 proposal engine for wealth management firms. Whether your advisors are proposing models, custom strategies, or capturing wallet share from clients, there’s no better growth driver than equipping them with a system to win.
  • Use Powerful Analytics to Win Clients
    Leverage Nitrogen’s proprietary analytics to speed up investment research, provide deep portfolio analytics, and empower advisors to ‘wow’ the most analytical of clients.
  • Generating Leads
    Turn traffic into leads, and leads into clients with the four most powerful words in fintech, “What’s your Risk Number?”
  • Monitoring Client Psychology
    Retain clients with proven engagement tools. Now, advisors can build a strong foundation with clients and get early warning signals when their psychology needs a little care.
  • Kick Starting Financial Planning
    We all know that building a financial plan is no easy task, and not every client needs the same type of plan. That is where Nitrogen comes in.
  • Turning Compliance into a Revenue Driver
    Whether you’re a Chief Compliance Officer or compliance is one of your many hats at your firm, Nitrogen Compliance has the tools you need to sift through thousands of accounts, find issues before they become problems, and leverage the analytics necessary to get clients back on track.
  • Measuring Your Firm’s Growth
    Leverage the powerful business intelligence to keep you on course. Use the executive dashboard to measure both the growth and risk of your firm’s entire book of business.