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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

An all-encompassing platform tailored for financial advisors prioritizing client relationships, this solution features a modern and user-friendly interface that grants immediate access to all client data. It offers a visually appealing and seamless client interaction experience through a white label mobile application and portal. The platform encompasses various functionalities, including performance analysis, trading and rebalancing features, billing, and a secure document vault. Additionally, it integrates with 25 top wealth-tech providers in areas like CRM, planning, and risk management, along with direct links to 14 custodians and numerous financial institutions. Whether you're a small firm that has outgrown basic custodian tools or a larger enterprise seeking a better all-in-one solution, CircleBlack is designed to enhance efficiency, impress clients, and attract new business. This comprehensive tool serves as the ideal choice for advisors transitioning from wirehouse and IBD channels, aiming for a modern tech solution for their new RIA. With our exceptional support services, we ensure a smooth transition that reduces client loss and enhances overall professionalism, allowing advisors to focus on what truly matters—building lasting client relationships.

Description

Nitrogen serves as a robust platform tailored to equip financial advisors with essential tools that assess risk tolerance, create individualized proposals, and perform comprehensive investment research, all while ensuring a seamless user experience. This platform boasts sophisticated analytics and research capabilities, allowing advisors to engage in detailed investment evaluations that cater to clients with a strong analytical focus. By aiding in the modeling of risk capacity, timeframes, and likelihoods of success, Nitrogen plays a crucial role in guiding clients toward their retirement aspirations. Additionally, it provides customizable marketing resources, such as client-oriented videos and templates, to bolster client outreach and acquisition strategies. Among its notable features is the Insights Dashboard, which presents growth and risk analytics across managed assets, offering advisors a retrospective view of their performance metrics. Furthermore, Nitrogen's ability to integrate with various financial planning and portfolio management tools enhances its utility, making it an indispensable asset for advisors striving to optimize their client services. Ultimately, this comprehensive solution fosters deeper client relationships and supports advisors in navigating the complexities of financial planning.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Redtail CRM Yes 
RightCapital Yes 
Salesforce Yes 
Wealthbox Yes 
AdvisorEngine No 
Asset-Map No 
Black Diamond Wealth Platform No 
Blueleaf No 
Charles Schwab No 
Dropbox Yes 
Envestnet Wealth Management Platform Yes 
Google Drive Yes 
Microsoft Outlook Yes 
MoneyGuide Yes 
Morningstar No 
NetX360 No 
Nitrogen Yes 
Riskalyze Yes 
TD Ameritrade Yes 

Integrations

Redtail CRM Yes 
RightCapital Yes 
Salesforce Yes 
Wealthbox Yes 
AdvisorEngine Yes 
Asset-Map Yes 
Black Diamond Wealth Platform Yes 
Blueleaf Yes 
Charles Schwab Yes 
Dropbox No 
Envestnet Wealth Management Platform No 
Google Drive No 
Microsoft Outlook No 
MoneyGuide No 
Morningstar Yes 
NetX360 Yes 
Nitrogen No 
Riskalyze No 
TD Ameritrade No 

Pricing Details

$500 per month
Free Trial No 
Free Version Yes 

Pricing Details

$1,188 per year
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac Yes 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

CircleBlack

Founded

2013

Country

United States

Website

www.circleblack.com

Vendor Details

Company Name

Nitrogen

Founded

2011

Country

United States

Website

nitrogenwealth.com

Product Features

Investment Management

Accounting Management No 
Benchmarking No 
Bonds / Stocks No 
Client Management No 
Commodities No 
Compliance Reporting No 
Data Import / Export No 
For Investment Advisors No 
For Investors & Traders No 
Fund Management No 
Modeling & Simulation No 
Payroll & Commissions No 
Performance Metrics No 
Portfolio Management No 
Risk Management No 

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