NEWS: Introducing Risk Center, Planning Center, and Research Center. 🌟 These powerful packages are now available for advisors and wealth management teams to deliver personalized client engagement and drive growth. ➡️ Nitrogen Risk Center: Equip your advisors with the \#1 risk tolerance, proposal generation, and client engagement solution in the profession. Use the Risk Number® to consistently attract and win clients and retain them as fearless investors. ➡️ Nitrogen Research Center: Get access to fund screening, model management, and detailed stats on portfolios and securities. Upgrade your experience from back-office research to richer reports for sophisticated clients. ➡️ Nitrogen Planning Center: It’s the fastest way to build a client-facing plan. From goals-based accumulation projections to retirement income modeling, clients can see and understand the long-term value of advice. Learn more: https://lnkd.in/e2rGKNUW
Nitrogen
Technology, Information and Internet
Auburn, California 28,861 followers
The growth platform for wealth management firms. Makers of Riskalyze since 2011.
About us
Nitrogen, the maker of Riskalyze, is the growth platform for wealth management firms, equipping financial advisors with the tools to intrigue leads into meetings, turn meetings into valued clients, and clients into referral champions. Deeply integrated with your marketing, asset platform and CRM, the Nitrogen Growth Platform is the force multiplier that starts the growth flywheel spinning for both small independent firms or large enterprises. Learn more at NitrogenWealth.com!
- Website
-
http://www.nitrogenwealth.com
External link for Nitrogen
- Industry
- Technology, Information and Internet
- Company size
- 201-500 employees
- Headquarters
- Auburn, California
- Type
- Privately Held
- Founded
- 2011
- Specialties
- Investing, Risk Tolerance, Fintech, Advisor Solutions, Software, Advisor Technology, Risk Profiling, 401K, Financial Technology, and SaaS
Locations
-
Primary
470 Nevada St
Auburn, California 95603, US
Employees at Nitrogen
Updates
-
We're thrilled to share that Nitrogen has been named a finalist in the Technology/Solutions Provider of the Year category for the Money Management Institute/Barron's Industry Awards! 🏆 This recognition displays our commitment to innovative technology and excellence in the wealth management industry. Thank you to our incredible team, partners, and advisors who have supported us on our journey! #MMIIndustryAwards
-
-
Nitrogen has introduced new flexible options for advisors and solutions for teams. Our new product centers are designed to support firms of all sizes. Learn about our latest updates on the blog! ⬇️
A New Era of Nitrogen: Products, Pricing, and More
https://nitrogenwealth.com
-
We’re thrilled to announce that Joe Duran will be speaking at the Fearless Investing Summit! Known for his visionary approach and leadership, Joe will be leading a general session on Thursday, October 24. ➡️ Learn more at https://lnkd.in/eMBrmJWS
-
-
Can you believe our Fearless Investing Summit is in THREE MONTHS?! 🤯 We can't wait to spend time in Nashville with advisors from all over the country. Less than 250 tickets are available, so be sure to grab yours now so you don't miss out! Register here⬇️ https://lnkd.in/gTTnCzTF
Fearless Summit 2024
https://nitrogenwealth.com
-
🚀 Elevate your financial advising game with insights from top advisors who use Nitrogen to achieve remarkable results. Join our webinar this Thursday, July 25 at 2 PM ET to learn and apply their best practices to your practice. Register now! https://lnkd.in/emPEWMbP
Exclusive Webinars for Wealth Management | Nitrogen
https://nitrogenwealth.com
-
Nitrogen reposted this
The #Wealthies is the only awards program of its kind to celebrate the companies, individuals and organizations that demonstrate outstanding achievement in support of financial advisor success. Learn more: http://spr.ly/6046iCOc4 Sponsored by Nitrogen
-
-
Nitrogen reposted this
We are excited to team up with our friends at Nitrogen to unpack how advisors can take Nitrogen's integration suite to the next level. Save your spot. 👇 https://buff.ly/3Lt6ODq
-
-
Upgrade your experience from back-office research and deliver richer reports to your clients using Nitrogen’s new Research Center 📊 Risk Center offers fund screening, model management, and detailed stats on portfolios and securities. Learn more: https://lnkd.in/e6-5zjri
Research Center
-
We're excited to be part of Wealthbox Workflows Week alongside BackNine Insurance and Financial Services, Inc.! Discover how Nitrogen's Prospect/Client Meeting Prep workflow equips advisors with essential tools for client meetings, such as synced assets, risk tolerance questionnaires, and check-ins! Join us tomorrow, Friday, July 19th at 2 PM ET. Register now ⬇️
Workflows Week Day 5: Nitrogen and BackNine | Wealthbox CRM
https://www.wealthbox.com