The Risk Number turns your website into a client acquisition machine
Something incredible happens when you use the Risk Number to prove that you can correct a misaligned portfolio. Apply powerful risk analytics to quickly assess the Risk Number of a prospect’s outside holdings and watch ACAT forms get signed faster than you’ve ever seen before.

Paint the picture of risk capacity
After you’ve determined how much risk a client is comfortable with, and how much risk they have in their current portfolio, the next step is to deteremine how much risk they need.

Retirement Maps is a fantastic precursor to a financial plan and helps paint a picture of how much risk your clients need to take on to reach their long-term goals.

Illustrate your expertise with clients

• Stress Tests - Want to determine how a portfolio would have reacted during the Financial Crisis or the 2013 Bear Market? Stress testing allows you to simulate these events proving your client’s portfolio is in alignment with their goals.
• Scenarios - Elevate your stress testing and create a portfolio narrative through custom scenarios. Shift between stock and bond market depictions and compare them to benchmarks to ensure your clients can handle every situation.

Connect across your firm’s technology
You’re only as efficient as the systems around you.

Advisors and firms love how easily Nitrogen integrates with their existing technology, enabling real-time insights and client visibility. The Nitrogen API and Nitrogen data connectors allow for easy integration with popular CRMs, portfolio management systems, trading platforms, your firm’s own data lake or warehouse, and 40+ other technology providers.