Page Inspect

Nitrogen | Client Acquisition, Retention & Growth Platform





Skip to content



- Products
- Risk Center
- Research Center
- Planning Center
- Riskalyze
- Risk Engine
- Get Help
- Resources
- Integrations
- Contact
- Pricing
- Sign In

- Products

Products

AI Risk Center

Engage clients, win business, and retain fearless investors

AI Research Center

Simplify research, provide analytics, and impress analytical clients

AI Planning Center

Model risk, time horizons, and probabilities for success

AI Meeting Center

A powerful AI assistant that handles meeting note-taking

AI Tax Center

Turn every 1040 into a client-ready tax snapshot and smart insights that make tax conversations click

Firm Controls

Brings core Command Center functionality to firms of any size

Riskalyze

Align client risk tolerance with portfolios and proposals

Risk Engine

Integrate methodologies like The Risk Number® and Riskalyze GPA® directly within your current workflow

Platform Integrations

Seamlessly integrate your firm’s existing software and workflows. **Learn More >**
- Who We Serve

BY USE CASE

**Building Client Trust Through Risk Alignment
**Reframing Client Expectations
Monitoring Client Psychology
Powerful Analytics to Win Clients

**Risk-Aligned Portfolio Construction
**Quantifying Risk Tolerance
Discovering Great Investments

**Driving Firm Growth
**Generating Leads
Compliance as a Revenue Driver
Measuring Your Firm’s Growth

**Planning With Precision
**Kick Starting Financial Planning
Generating Compelling Reports

By Business Type

**Financial Advisors**

**Broker-Dealers**

**Banks & Credit Unions**

**Asset Managers**
- Resources

Community

Fearless Investing Summit

Attend our annual 3-day conference

Nitrogen Blog

Read up on the latest trends in financial services

Customer Testimonials

Hear from advisors how they achieve more with Nitrogen

Success Stories

Learn how advisors & firms have found success with Nitrogen

Education

eBooks

Dive into our extensive digital library of e-books

White Papers

Find expert insights and in-depth analysis

Methodology

Learn why firms trust our methodology

Resource Library

Explore articles, white papers, guides & more

Solutions

Use Cases

Learn how to drive value with Nitrogen in your firm

Tools

Access free tools you can implement in your practice right now

Product Updates

Product announcements and enhancements
- Pricing
- Get Help

Get Started

Integrations

Build your tech stack to streamline workflows and keep data in sync

Fundamentals Labs

Learn how to use Nitrogen for your next client meeting in our hands-on training sessions

Small Bite Video Library

Watch short tutorials to quickly integrate Nitrogen into your practice

Learn

Knowledge Base

Find quick answers and guides to navigate Nitrogen with confidence

Academy

Explore step-by-step courses at your own pace, 24/7

Bootcamp

Join our comprehensive training with expert insights and live Q&A

#### Connect with Us

Not a customer yet?

Get in touch to learn more about joining the Fearless Investing Movement!

- Live Chat

Log into product and chat with our team
- Email Us

Email our experts at \[email protected\]
- Call Us

Give us a call at (530) 748-1660 option 1 to speak with our support team

Sign In Sign In

# Crush Every Meeting with AI Advisor Software

From your first prospect conversation to every client review, Nitrogen helps firms show up ready to impress.

Book A Demo Take a Tour

### Trusted by over 30,000 financial advisors

AI CLIENT-FACING SOFTWARE

## Made To Be Seen

Swivel your monitor and guide clients through clear, visual insights that make your advice come alive in real-time, including:

Risk Tolerance Tax Planning Investment Research Proposal Generation Retirement Planning Meeting Preparation

## Because we speak results

75%

of advisors saw their book of business grow by $1M+ within 90 days of use

85%

of firms with a dedicated client engagement platform choose Nitrogen

94%

the increased prospect close rate of a 1,000+ advisory firm after implementing Nitrogen

23

**million** dollar average growth in advisors' book of business

1000

More than 1000 client proposals **created daily** representing $1.1 billion in assets

42

industry awards from Fast Company, WealthManagement.com, Investment News, and more

WHAT’S IN IT FOR YOU?

## Solutions for your firm’s biggest challenges

Create a powerful, interactive client acquisition and retention process that hides in plain sight behind the practice of great advice.

Riskalyze

Showcase your expertise with the industry's leading risk tolerance platform, trusted by tens of thousands of financial advisors

Read More

AI Risk Center

Leverage the Risk Number and 95% Historical Range across your firm to manage client expectations

Read More

AI Research Center

Speed up investment research and provide deep portfolio analytics for the most analytical of clients.

Read More

AI Planning Center

Equip advisors to model risk capacity, time horizon, and long-term probability

Read More

AI Tax Center

Instantly turn any 1040 into clear, client-ready visuals and smart insights.

Read More

Firm Controls

Redefine firm-wide oversight by seamlessly integrating advisor-defined households from Risk Center into a unified dashboard.

Read More

WIN YOUR IDEAL CLIENT

## Supercharge your client acquisition

Leverage the four most powerful words in the profession: “What’s Your Risk Number?” When prospects see and understand how they are invested with the Risk Number, advisors can quickly close deals and create ACAT form moments.

WATCH: Advisor Sees 10x Increase in Prospects

ENGAGE WITH YOUR IDEAL CLIENT

## Increase client engagement & satisfaction

Create a repeatable, standardized proposal process that sets the right expectations and engages both prospects and clients. Now, you can prove to prospects they are invested wrong, and show clients they are invested right.

READ: Firm Grows AUM by $210m

**PROVE YOUR FIDUCIARY CARE**

## Protect Your Firm

Nitrogen helps prove fiduciary compliance by aligning investment recommendations with a client’s Risk Number®, documenting suitability, and providing interactive client education to enhance transparency and trust. Whether it’s the DOL, FINRA, or the SEC’s Marketing Rule and Reg BI, we’re here to help. With Nitrogen’s data-driven approach, advisors can confidently act in the client’s best interest while minimizing compliance risk.

READ: Firm Passes Surprise Audit in 60 Minutes

SEAMLESS INTEGRATIONS

## 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 the Risk Number into all of your wealth tech solutions.

See All Integrations

CUSTOMER Testimonials

## What advisors have to say

“The platform is incredibly user-friendly”

"I've been using Nitrogen for months now and it's been a game-changer for my business. The platform is incredibly user-friendly and has helped me streamline my workflow. Plus, the customer service team is always quick to respond and super helpful."

Jordan L.

Cetera Financial Group

“The best decision I made for my business”

"I was skeptical about using Nitrogen at first, but after giving it a try, I can confidently say it's the best decision I made for my business. The platform has saved me so much time and effort, and the results speak for themselves. My productivity has increased significantly since I started using Nitrogen."

Riley P.

Advisors Excel

“The growth and retention of our client base has been significant”

"The growth and retention of our client base has been significant, even in discouraging markets. Our clients have had an expectation set for their funds’ fluctuation through our process utilizing the Nitrogen features. Prospects understand what our investment management looks like and what they can expect in the future, not just seeing hindsight performance data."

NINA O.

Advisor in North Carolina

“Nitrogen has been a lifesaver for my team”

"Nitrogen has been a lifesaver for my team. It's made collaboration and communication so much easier, and we've seen a noticeable improvement in our overall efficiency. I highly recommend Nitrogen to any business looking to streamline their processes and boost their productivity."

Avery K.

United Planners Financial Services

book a demo

## The markets run on financial advice. Financial advisors run on Nitrogen.

Let one of our experts answer any questions and show how thousands of firms like yours have found success with Nitrogen. Book a demo today.

Show Me Nitrogen

Take an Interactive Tour Contact Us  Schedule a Demo

- Platform
- The Platform
- Nitrogen APIs
- Model Marketplace
- Integrations
- Products
- Riskalyze
- AI Risk Center
- Risk Engine
- AI Research Center
- AI Planning Center
- AI Meeting Center
- AI Tax Center
- Firm Controls
- Resources
- Blog
- Methodology
- Use Cases
- Training
- Knowledge Base
- Design
- Legal
- Privacy
- Terms of Service
- Security & Trust
- Copyright
- Company
- About
- Newsroom
- Leadership
- Core Values
- Careers
- Connect With Us

© 2025 Nitrogen Wealth, Inc. All Rights Reserved.

#### Schedule a Demo: