Grow faster - Most firms aren’t growing
They have an asset platform, a CRM, and a planning tool, but something is missing. Something that gets the growth flywheel spinning. Turning a website into a lead gen machine. Turning those prospects into ACAT form moments. And turning those assets into committed clients. That’s where Nitrogen comes in.

What is a Growth Platform?

• Marketing
• Asset Platform
• CRM

Win prospects faster
Firms using the Nitrogen growth platform have improved prospect close rate from 40% to 94%. When prospects see the power of risk alignment working in their favor, advisors quickly close deals.

Drive retention with a differentiated client experience
With over 5 million Risk Numbers^® generated to date, Nitrogen makes investors 3x less anxious about their financial outlook. Nitrogen’s process for engaging clients and prospects enables you to build one cohesive firm with a unifying value proposition for every investor you serve.

Attract & retain the best talent
The average advisor is 390% more satisfied with Nitrogen than any other wealth management tool. When you equip your advisors with a growth platform that acquires new clients, increases take-home pay, and drives investor satisfaction and retention, you create a differentiated advantage that helps you recruit and retain advisors.

Make compliance a profit center
Now you can work collaboratively with your advisors to maintain compliance across your firm’s entire book of business. Every action your advisors and operations staff take becomes proof to auditors that your firm is on track.