Experience the power of Nitrogen Ignite, designed for growing wealth management firms with the firmwide tools needed to win prospects faster, engage with clients, and leverage the executive insights needed to keep your business on course. We’ll help you peer behind the scenes of your firm and top advisors to uncover growth trends. Join us Thursday, July 20th for an in-depth look of these new capabilities, including:

• AUM Insights
  • An executive dashboard that provides a comprehensive view of a wealth management firm’s growth and risk. It offers a range of metrics, such as book-level Risk Number (client risk tolerance), GPA, tax drag, recent growth trends, and deeper data insights
• Advisor Insights
  • Evaluate and enhance advisor performance. Compare and assess the success of advisors based on multiple criteria, including portfolio construction tendencies, risk alignment across clients, and aggregate client sentiment.
• Compliance Analytics
  • Ensure ongoing risk alignment of each account and household to documented investment objectives.
• Proposals Dashboard
  • Monitor the alignment of Risk Number Targets and proposals across all advisors in a firm, including form CRS tracking when applicable.

Measure, manage and fuel your growth with Nitrogen Ignite. Join us on July 20th at 4pm EST for a quick tour. See you there!

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