Showcase the value of advice in every client moment.
Trusted by tens of thousands of advisors to win prospects and keep clients fearless.
- Risk Center
- Research Center
- Income Center
- Tax Center
- Legacy Center
- Insurance Center NEW!
Align every client’s portfolio to their Risk Number®
Learn MoreSearch securities in plain language, model portfolio scenarios, and present performance data in visuals that clients understand
Learn MoreShow clients exactly what their retirement looks like
Learn MoreTransform complex tax data into clear, visual snapshots that turn any 1040 into a breakthrough conversation
Learn MoreHelp clients see where their wealth goes and build relationships with the people who inherit it
Learn MoreBring protection into the plan with insurance insights that fit alongside every client’s portfolio
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Nucleus™
Most AI tools are all brain and no hands. They give you more to read. Nucleus gives you less to do. It executes workflows, answers complex questions, and gets you meeting-ready — all within an ISO 42001 certified AI management framework.
Experience Nucleus
Analyzing 1040 for tax opportunities Extracting PDF statement for investment analysis Comparing the current portfolio to your proposed portfolio Trusted by tens of thousands of financial advisors
What advisors are saying
“This is the single best piece of software I have come across in 15 years of being a registered investment advisor.”
“Nitrogen helped us move over $1M in assets in the first three months. ”
“Nitrogen is an incredible piece of fintech. With a seamless user experience, clients of all ages are enjoying it. ”
“Nitrogen is client suitability and ethical practices defined. ”
“Nitrogen helped me save a $650,000 client, and connect with them on a whole new level. ”
“Nitrogen really gives my clients an edge in understanding risk. It is easily the best technology I use in my practice. ”
“The Risk Number is translational for our clients. They just get it. ”
“For all you advisors thinking of using Nitrogen, DON’T! I want this fantastic, incredible, game changing tool all to myself. With it, only I will be able to rule the entire investment world!”
“Nitrogen is such a great tool. I'm new to using it in my practice, and already can't imagine running my business without it.”
We integrate with your existing tech stack.
You’re only as efficient as the systems around you. That’s why Nitrogen integrates seamlessly with your existing technology, enabling you to connect our suite of products into your wealth tech solutions.
See all integrations
The markets run on financial advice. Financial advisors run on Nitrogen.
Book a demo to have one of our experts answer any questions and show how thousands of firms like yours have found success with Nitrogen.