Nitrogen

Nitrogen: AI-Powered Financial Advisor Software

Nitrogen is a comprehensive AI-powered software designed to help financial advisors impress clients, drive firm growth, and streamline operations. It focuses on making advice clear, visual, and actionable, from initial prospect conversations to client review meetings.

Nitrogen Key Features

• AI Client-Facing Software: Empowers advisors to present clear, visual insights that bring advice to life in real-time, covering areas like risk tolerance, tax planning, research, proposal generation, and retirement planning.
• AI Risk Center: Helps manage client expectations by leveraging The Risk Number and historical range across the firm, facilitating client acquisition and retention through clear risk alignment.
• AI Research Center: Significantly speeds up investment research and provides in-depth portfolio analytics, catering to analytically-minded clients.
• AI Planning Center: Enables advisors to model crucial financial planning elements such as risk capacity, time horizon, and long-term probability of success.
• AI Tax Center: Transforms tax forms (like the 1040) into easily understandable client-ready visuals and actionable insights, simplifying tax conversations.
• AI Meeting Center: Acts as a powerful AI assistant to streamline meeting note-taking, ensuring comprehensive and accurate record-keeping.
• Riskalyze: The industry-leading platform for quantifying risk tolerance, trusted by tens of thousands of financial advisors to align client risk with portfolios and proposals.
• Risk Engine: Allows for direct integration of methodologies like The Risk Number and Riskalyze GPA into existing workflows.
• Firm Controls: Offers core Command Center functionality for firms of any size, unifying advisor-defined households into a single dashboard for better oversight.
• Seamless Integrations: Connects with existing wealth tech solutions, ensuring advisors can integrate The Risk Number and other data points across their entire technology stack.
• Real-Time Visual Insights: Creates a powerful, interactive client acquisition and retention process that presents complex financial information in an easily digestible format.
• Data-Driven Compliance: Helps advisors prove fiduciary compliance by documenting suitability and aligning recommendations with a client's Risk Number, supporting regulatory requirements.
• Customer Engagement: Develops repeatable, standardized proposal processes that set client expectations and foster engagement.