Let’s chat analytics
Leverage Nitrogen’s proprietary analytics.
Speed up investment research, provide deep portfolio analytics, and empower advisors to ‘wow’ the most analytical of clients.
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Financial Advisors
Unleash your team’s inner math genius with in-depth analysis of everything from modeled performance, comparisons, sector breakdowns, regional exposure, and more.
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Clients & Prospects
Create a roadmap for your clients with a single click. Our white-labeled PDF and printed reports are intuitive to clients, reinforce your firm’s brand, and are FINRA compliant.
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Compliance Personnel
Build a repeatable process that keeps clients engaged and your compliance needs in check. With powerful analytics, reports, and business insights, your team can be sure that you’re working in the best interest of your clients and can prove it to regulators.
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Firm Executives
Leverage Nitrogen’s proprietary analytics across your firm to build a unique and repeatable client process. When all of your advisors leverage the Risk Number, 95% Historical Range, Riskalyze GPA, and more, you’ve got a system in place to convert prospects and retain clients.
Benefits of an
Analytics Solution
Find funds and securities that fit the needs of your clients and prospects.
Run portfolios through historical scenarios to illustrate what is ‘normal.’
Build portfolios that use your firm’s models/funds and meet the needs of your clients.
Build reports that convert prospects and retain clients.
Request a demo
See for yourself how the Nitrogen Client Engagement Platform can help your firm grow your assets, increase client satisfaction, and protect your business.
Powerful Analytics to Engage with Clients
Unleash your inner math geek with in-depth analysis of everything from modeled performance comparisons, sector breakdowns, regional exposure, and more!
Dive deeper into your analysis with a rich set of analytics and metrics for individual stocks, ETFs, and mutual funds.
Find the perfect investment for your clients with security analysis and fund screening. Discovery empowers you to quickly dive into your investment research based on your most important search criteria including the Risk Number®, GPA®, expense ratios, and more.
A POWERFUL TOOL FOR FIRMS
See how firms are driving
growth with Nitrogen
Discover how P.J. has won clients faster and retained them for longer with Nitrogen.
Acorn Wealth Advisors use detailed portfolio stats in Nitrogen to simplify complex concepts and enhance client trust.
Nitrogen Elite allowed David to sunset outdated analytics technology and make risk conversations accessible and meaningful for the everyday client.
Trusted by the best brands in wealth management
Thousands of wealth management firms and financial advisors have propelled their success with Nitrogen.
