Nitrogen Compliance Kit
This is your one-stop-shop for compliance resources needed to document your technology review and approval. Join the more than 154 broker dealers and even more RIAs who have already approved Nitrogen!
FINRA Letters & Sample Output
a powerful tool for firms
Proposal Generation & Investment
Roadmap Reports
IPS/Investment Report Roadmap
FINRA Reference Number: FX2018-0618-0210/E
Link Reference: FR2018-0427-0206
Proposed Portfolio Report
FINRA Reference Number: FX2018-0618-0208/E
Link Reference: FR2018-0427-0217
Current Portfolio Report
FINRA Reference Number: FX2018-0618-0212/E
Link Reference: FR2018-0427-0191
Advisor Marketing Kit
Portfolio Stats & Individual Security Analysis
Side-by-Side Comparison
FINRA Reference Number: FR2021-0111-0003/E
Security Overview Report
FINRA Reference Number: FR2021-0112-0194/E
Security Comparison Report
FINRA Reference Number: COMING SOON
Enterprise Firm Disclaimers:
Risk Questionnaires
Whether they launch a Risk Questionnaire from Nitrogen or send it via email, your disclaimers will always appear at the bottom of the screen.
Emails
Client-facing emails sent directly from Nitrogen always include your relevant firm disclaimer.
Portfolios
Customize additional portfolio language specific to report footers, and even add a custom page to Investment Policy Statements and Investment Roadmap Reports.
Reports
Customize additional disclosure language specific to portfolio composition or strategy.
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Yes! We have the ability to set disclosures at the firm level and can also customize at the advisor level for any advisor-specific disclosures.
All metrics, visuals, and disclosures are identical across both reports except for one minor change — the Investment Policy Statement has a signature page while the Investment Report Roadmap does not.