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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.

Description

When financial advisors openly address risk, investors feel more confident in making informed choices. The era of categorizing investors based solely on age-related assumptions is behind us. It is essential to prioritize the interests of investors and substantiate this through quantitative measures. By employing Risk Assessments, we can accurately determine an investor's desired level of risk, thereby dismantling outdated stereotypes that render traditional risk tolerance assessments ineffective. Utilizing a cutting-edge scientific framework, you can objectively establish an investor’s Risk Number® from anywhere, whether you’re in the same room or miles apart. Additionally, thorough portfolio analysis allows for a comprehensive evaluation of the current risk exposure of an investor, enabling better alignment with their financial goals. Ultimately, this approach leads to a more personalized investment strategy that reflects individual preferences and circumstances.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Asset-Map Yes 
Blueleaf Yes 
Charles Schwab Yes 
CircleBlack Yes 
Fidelity Yes 
Redtail CRM Yes 
Salesforce Yes 
Wealthbox Yes 
Altruist Yes 
E*TRADE No 
FP Alpha Yes 
Moneytree No 
Morningstar Yes 
MyRepChat Yes 
NetX360 Yes 
Portfolio Lab Yes 
SmartOffice No 
TD Ameritrade No 
Yodlee No 
eMoney Yes 

Integrations

Asset-Map Yes 
Blueleaf Yes 
Charles Schwab Yes 
CircleBlack Yes 
Fidelity Yes 
Redtail CRM Yes 
Salesforce Yes 
Wealthbox Yes 
Altruist No 
E*TRADE Yes 
FP Alpha No 
Moneytree Yes 
Morningstar No 
MyRepChat No 
NetX360 No 
Portfolio Lab No 
SmartOffice Yes 
TD Ameritrade Yes 
Yodlee Yes 
eMoney No 

Pricing Details

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

Pricing Details

$250 per month
Free Trial No 
Free Version 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 

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) No 
Online Support Yes 

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Nitrogen

Founded

2011

Country

United States

Website

nitrogenwealth.com

Vendor Details

Company Name

Riskalyze

Founded

2011

Country

United States

Website

www.riskalyze.com

Product Features

Financial Risk Management

Compliance Management No 
Credit Risk Management No 
For Hedge Funds No 
Liquidity Analysis No 
Loan Portfolio Management No 
Market Risk Management No 
Operational Risk Management No 
Portfolio Management No 
Portfolio Modeling No 
Risk Analytics Benchmarks No 
Stress Tests No 
Value At Risk Calculation No 

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 Yes 
For Investors & Traders No 
Fund Management No 
Modeling & Simulation No 
Payroll & Commissions No 
Performance Metrics No 
Portfolio Management No 
Risk Management Yes 

Risk Management

Alerts/Notifications No 
Auditing No 
Business Process Control No 
Compliance Management No 
Corrective Actions (CAPA) No 
Dashboard No 
Exceptions Management No 
IT Risk Management No 
Internal Controls Management No 
Legal Risk Management No 
Mobile Access No 
Operational Risk Management No 
Predictive Analytics No 
Reputation Risk Management No 
Response Management No 
Risk Assessment Yes 

Stock Portfolio Management

Billing & Invoicing No 
Client Management No 
Data Warehousing No 
For Investment Advisors Yes 
For Traders No 
Order Management No 
Portfolio Accounting Yes 
Portfolio Rebalancing Yes 
Risk Management Yes 
Tax Management No 
Technical Analysis Yes 
Wash Sale Detection No 

Alternatives

Alternatives

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