Are you a boutique RIA seeking to streamline your tech stack? Or one of the many firms preparing for the upcoming retirement of Morningstar Office?

Join us for an exclusive live webinar to see how we’ve teamed up with Advyzon to create the most powerful connection between risk analytics and portfolio management in the industry. This integration is designed to fuel growth, drive efficiency, and redefine client service in an ever-changing tech landscape.

Join us to get a first-hand look at how this integration delivers:

• Real-Time Portfolio Syncing – Instantly sync accounts and holdings from Advyzon into Nitrogen. No more manual entry, no more friction.
• Embedded Risk Scoring – Access Nitrogen’s Risk Numbers® right inside Advyzon, aligning client risk and performance in one screen.
• Integrated Model Management – Leverage Advyzon Investment Management (AIM) models, including firm-built and marketplace options, directly in Nitrogen proposals.
• Client-Ready Reports at Your Fingertips – Generate Nitrogen’s visually rich, compliance-friendly reports right from Advyzon.

Can’t make it live? Register anyways and we’ll send you a recording.