Let’s chat COMMAND CENTER
Track your firm’s growth, retention, and proposals with ease
Unlock firmwide controls and let Command Center monitor the risk and growth of your entire AUM.
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Financial Advisors
Command Center empowers supervisors to review portfolios, find misaligned accounts, and alert advisors. When those advisors take immediate action on the accounts that need it most, you retain the revenue that is most at risk.
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Firm Owners
Gone are the days of manual spot-checking. Command Center empowers your team with the tools to fly through thousands of accounts, households, and proposals and take action on what needs attention.
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Enterprise Executives
Keep the regulators away. Now your team can spend less time finding problems and more time solving them.
Benefits of Command Center
You can’t grow what you can’t measure. With Command Center, you’re prepared to make stronger long-term decisions for your business.
Instantly see which accounts and households are out of alignment and take action when issues arise.
Manage the creation of proposals across your business and measure how many are in alignment with their risk tolerance.
Give Your Firm Powerful Insights
The Holdings Dashboard has the tools your firm needs to navigate through thousands of accounts and proactively identify issues before they become problems.
Leverage the Insights Dashboard to measure both the growth and risk of your firm’s entire book of business.
Track the growth and retention of your clients through the delivery of compliant, aligned, and effective proposals.
Trusted by the best brands in wealth management
Thousands of wealth management firms and financial advisors have propelled their success with Nitrogen.
