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 * The Nitrogen Platform
 * Products
   * Riskalyze
   * Risk Center
   * Research Center
   * Planning Center
   * Command Center
   * Marketing Center
 * Customers
 * Resources
 * Integrations
 * Pricing
 * Sign In

 * Platform
   Platform
   
   THE NITROGEN PLATFORM
   
   The comprehensive client engagement platform for wealth management firms
   
   Learn More
   
   Use Cases
   Generate Leads
   Incite curiosity with the four most powerful words in fintech: “What’s your
   Risk Number?”
   Quantifying Risk Tolerance
   The old way of stereotyping investors based upon age just doesn’t cut it
   anymore
   Reframing Client Expectations
   Meet the #1 proposal engine for wealth management firms
   See More Use Cases
   WHAT IS THE NITROGEN PLATFORM?
   
   Ready to dive into the Nitrogen Platform? Watch Now >

 * Products
   Products
   Risk Center
   Equip your advisors with the #1 proposal and client engagement solution in
   the profession. Use the Risk Number® to consistently attract and win clients,
   and retain them as fearless investors
   Research Center
   Speed up investment research, provide deep portfolio analytics, and empower
   advisors to ‘wow’ the most analytical of clients
   Planning Center
   Equip advisors to model risk capacity, time horizon, and long-term
   probability of success
    
   Command Center
   Unlock firmwide controls and let Command Center monitor the risk and growth
   of your entire AUM
   Marketing Center
   Generate tailored content in seconds with pre-loaded top-tier marketing
   materials to focus on what truly drives your business forward
   Riskalyze
   Get access to a basic version of Nitrogen's Risk Center to help you start
   aligning client risk tolerance with portfolios and proposals
   Platform Integrations
   
   Seamlessly integrate your firm’s existing software and workflows. Learn More
   >

 * Customers
   CONNECT
   Email Us
   Existing customers can email us at care@nitrogenwealth.com
   Call Us
   You can call us at (530) 748-1660
   Live Chat
   Log into product and our team is standing by to assist
   Connect on Social
   We'd love to stay connected — find us @NitrogenWealth
   LEARN
   Blog
   Read about the latest trends in financial services
   Annual Conference
   Network with more than 1,200+ investment professionals
   Webinars
   Search for upcoming and on-demand webinars
   Nitrogen Labs
   Watch sessions on demand or join live for interactive Q&A
   CUSTOMER RESOURCES
   
   From Nitrogen platform training to marketing assets, our library of customer
   resources exists to help your firm get the most from Nitrogen. Learn More >

 * Resources
   PRODUCT RESOURCES
   Methodology
   See how our sophisticated set of tools calculate core measurements
   Knowledge Base
   Access hundreds of searchable articles to get quick answers
   Resource Library
   Articles, white papers, guides, templates, and more to help your firm succeed
   WHO WE SERVE
   Financial Advisors
   Illustrate your expertise through the lens of risk with the Nitrogen platform
   Wealth Management Firms
   Create a common language between home offices, advisors, and clients
   Banks
   Engage clients, increase wallet share, and empower fearless investing
   Insurance
   Illustrate your product recommendations like never before
   LEARN ABOUT OUR FEATURES
   
   See what powerful features are packed into the Nitrogen platform. Learn More
   >

 * Pricing


Sign In Sign In Book a Demo



GROWGROW YOUR AUM, STREAMLINESTREAMLINE CLIENT ENGAGEMENT, AND PROTECTPROTECT
YOUR FIRM

Nitrogen creates a common language between advisors and clients, allowing you to
spend more time building your business and less time managing it.

Take a Tour
Watch Success Stories





you’re in good company


TRUSTED BY THE BEST BRANDS IN WEALTH MANAGEMENT

Thousands of wealth management firms and financial advisors have propelled their
success with Nitrogen.



Why They Choose Us


BECAUSE WE SPEAK RESULTS

0%
of advisors saw their book of business grow by $1M+ within 90 days of use
0%
of firms with a dedicated client engagement platform choose Nitrogen
0%
the increased prospect close rate of a 1,000+ advisory firm after implementing
Nitrogen

 

0
million dollar average growth in advisors' book of business
0
million Risk Numbers and counting generated to date
0
industry awards from Fast Company, WealthManagement.com, Investment News, and
more

 

WHAT’S IN IT FOR YOU?


SOLUTIONS FOR YOUR FIRM’S BIGGEST CHALLENGES

Create a powerful, interactive client acquisition and retention process that
hides in plain sight behind the practice of great advice.

Research Center

Speed up investment research and provide deep portfolio analytics for the most
analytical of clients.

Read More
Planning Center

Equip advisors to model risk capacity, time horizon, and long-term probability

Read More
Command Center

Unlock firmwide controls and let Command Center monitor the risk and growth of
your entire AUM

Read More
Marketing Center

Leverage the power of Marketing Center to supercharge your client outreach

Read More
Riskalyze

Showcase your expertise with the industry's leading risk tolerance platform,
trusted by tens of thousands of financial advisors

Read More
Risk Center

Leverage the Risk Number and 95% Historical Range across your firm to manage
client expectations

Read More
Research Center

Speed up investment research and provide deep portfolio analytics for the most
analytical of clients.

Read More
Planning Center

Equip advisors to model risk capacity, time horizon, and long-term probability

Read More
Command Center

Unlock firmwide controls and let Command Center monitor the risk and growth of
your entire AUM

Read More
Marketing Center

Leverage the power of Marketing Center to supercharge your client outreach

Read More
Riskalyze

Showcase your expertise with the industry's leading risk tolerance platform,
trusted by tens of thousands of financial advisors

Read More
Risk Center

Leverage the Risk Number and 95% Historical Range across your firm to manage
client expectations

Read More
Research Center

Speed up investment research and provide deep portfolio analytics for the most
analytical of clients.

Read More
Planning Center

Equip advisors to model risk capacity, time horizon, and long-term probability

Read More
Command Center

Unlock firmwide controls and let Command Center monitor the risk and growth of
your entire AUM

Read More
Marketing Center

Leverage the power of Marketing Center to supercharge your client outreach

Read More


WIN YOUR IDEAL CLIENT


SUPERCHARGE YOUR CLIENT ACQUISITION

Leverage the four most powerful words in the profession: “What’s Your Risk
Number?” When prospects see and understand how they are invested with the Risk
Number, advisors can quickly close deals and create ACAT form moments.

WATCH: Advisor Sees 10x Increase in Prospects

ENGAGE WITH YOUR IDEAL CLIENT


INCREASE CLIENT ENGAGEMENT & SATISFACTION

Create a repeatable, standardized proposal process that sets the right
expectations and engages both prospects and clients. Now, you can prove to
prospects they are invested wrong, and show clients they are invested right.

READ: Firm Grows AUM by $210m

PROVE YOUR FIDUCIARY CARE


PROTECT YOUR FIRM WITH COMMAND CENTER

See which accounts or households are out of alignment and create a plan to get
them back on track. With Command Center, your firm has the tools to measure
growth, risk, and proposal delivery across your entire book of business.

READ: Firm Passes Surprise Audit in 60 Minutes

SEAMLESS INTEGRATIONS


WE INTEGRATE WITH YOUR EXISTING TECH STACK

You’re only as efficient as the systems around you. That’s why Nitrogen
integrates seamlessly with your existing technology, enabling you to connect the
Risk Number into all of your wealth tech solutions.

See All Integrations




CUSTOMER Testimonials


WHAT ADVISORS HAVE TO SAY

“The platform is incredibly user-friendly”
"I've been using Nitrogen for months now and it's been a game-changer for my
business. The platform is incredibly user-friendly and has helped me streamline
my workflow. Plus, the customer service team is always quick to respond and
super helpful."
Jordan L.
Cetera Financial Group
“The best decision I made for my business”
"I was skeptical about using Nitrogen at first, but after giving it a try, I can
confidently say it's the best decision I made for my business. The platform has
saved me so much time and effort, and the results speak for themselves. My
productivity has increased significantly since I started using Nitrogen."
Riley P.
Advisors Excel
“The growth and retention of our client base has been significant”
"The growth and retention of our client base has been significant, even in
discouraging markets. Our clients have had an expectation set for their funds’
fluctuation through our process utilizing the Nitrogen features. Prospects
understand what our investment management looks like and what they can expect in
the future, not just seeing hindsight performance data."
NINA O.
Advisor in North Carolina
“Nitrogen has been a lifesaver for my team”
"Nitrogen has been a lifesaver for my team. It's made collaboration and
communication so much easier, and we've seen a noticeable improvement in our
overall efficiency. I highly recommend Nitrogen to any business looking to
streamline their processes and boost their productivity."
Avery K.
United Planners Financial Services

book a demo


THE MARKETS RUN ON FINANCIAL ADVICE. FINANCIAL ADVISORS RUN ON NITROGEN

Let one of our experts answer any questions and show how thousands of firms like
yours have found success with Nitrogen. Book a demo today.


Take an Interactive Tour Contact Us Schedule a Demo
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   * Connect With Us

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