Nitrogen Platform

The Nitrogen Platform is a robust client engagement solution tailored for wealth management firms, designed to enhance client satisfaction and streamline business processes. At the core of this platform is the Risk Number®, a unique metric that quantifies a client's risk tolerance, enabling financial advisors to engage effectively with their clients and manage expectations.
The platform encompasses various product centers, including the Risk Center, which provides tools for assessing risk and proposing tailored solutions; the Research Center, offering deep portfolio analytics; the Planning Center, focusing on comprehensive client planning; the Command Center, designed for monitoring assets under management (AUM); and the Marketing Center to facilitate client outreach and engagement strategies.
The Nitrogen Platform not only supports lead generation and investment research but also integrates seamlessly with existing software and workflows. It serves various stakeholders, including financial advisors, wealth management firms, banks, and insurance companies, providing them with valuable customer support and educational resources, such as webinars and a comprehensive knowledge base. By quantifying risk and enabling personalized client experiences, the Nitrogen Platform addresses the challenges of client engagement and retention in the financial services industry.