Nitrogen Simultaneously Launches Integrated Software Products for Financial Planning, Investment Research and Risk Alignment
2024年7月10日 - 12:00AM
ビジネスワイヤ(英語)
Nitrogen (formerly Riskalyze), the company that is
revolutionizing how wealth management firms scale the delivery of
personalized advice, today announced the availability of an
integrated client engagement platform featuring three products from
the wealthtech innovator: Nitrogen Risk Center,
Nitrogen Planning Center, and Nitrogen Research
Center. The products are available to solo advisors a la carte
as annual subscription Plans for Advisors or, as Team Solutions,
with accounts-based pricing for growing RIAs. Nitrogen also
announced the availability of the Riskalyze plan, the
industry-standard risk tolerance and proposal generation tool for
financial advisors at $99/month.
“We have the absolute privilege of serving thousands of wealth
management firms and listening to the feedback we receive from the
leaders and financial advisors in those firms,” said Dan
Zitting, CEO at Nitrogen. “Virtually all of them believe
technology is a differentiator for them, and they want to build on
their tech stacks, but they find the experience frustrating. Often,
it's because they are forced to pay for bundled software they don't
want or the software they buy isn't integrated with other products
they use. Many firm leaders also report having to pay more for
staff like assistants and junior advisors who seldom actually use
the software. I am proud of what we're doing here, giving firms
maximum flexibility to purchase just the software they
require.”
All Team Solution deployments of Nitrogen are powered by
Command Center, providing the firmwide data, controls, and
oversight you need to get the most out of your Nitrogen products.
From monitoring AUM-wide best-interest alignment across each and
every holding, account, household, and proposal to controls that
manage risk parameters and brand application, to all-new ways to
create and manage custom strategies for deployment across advisors,
Command Center puts firm leaders in control of their
technology.
Available immediately, the expanded Nitrogen client engagement
platform can be accessed in one of two ways: by individual advisors
purchasing a Plan for Advisors or by home offices and
enterprises who choose a Team Solution. All offerings are
configured based on three core Nitrogen products:
- Nitrogen Risk Center: Equip your advisors with the #1
risk tolerance, proposal generation, and client engagement solution
in the profession. Use the Risk Number® to consistently attract and
win clients and retain them as fearless investors.
- Nitrogen Research Center: Get access to fund screening,
model management, and detailed stats on portfolios and securities.
Upgrade your experience from back-office research to richer reports
for sophisticated clients.
- Nitrogen Planning Center: It's the fastest way to build
a client-facing plan. From goals-based accumulation projections to
retirement income modeling, clients can see and understand the
long-term value of advice.
Nitrogen Plans for Advisors offer a la carte access to
the Nitrogen platform, with the Riskalyze plan starting at
$99/month ranging up to Nitrogen Complete. Nitrogen Complete offers
solo advisors a risk tolerance, planning, and investment research
toolset and adds premium customer support as well as
Nitrogen Marketing Center. Marketing Center empowers
advisors to supercharge their client outreach and acquisition
efforts with a database of high-quality, customizable marketing
materials. With a simple, one-time upload of a firm's logo,
disclaimers, and brand colors, an advisor's unique branding will be
seamlessly integrated across dozens of assets, with no need for
specialized graphic design or copywriting skills.
“The job for firms today is to deliver personalized advice at
scale. Our software has always been designed to help, and now we
are making it much easier to find the Nitrogen product you need and
add it to your stack,” said Craig Clark, Chief Marketing
Officer at Nitrogen. “This is a milestone in a journey that
began with the founding of Riskalyze and accelerated with our
rebrand last year. No one will be surprised to hear that the vast
majority of firms purchasing risk tolerance software today buy
Nitrogen. They might be surprised though, to learn that we are
already the industry's number three provider of investment
analytics*, a category where Morningstar has long been the
leader."
The Nitrogen client engagement platform is designed to help RIA
firms and individual advisors deliver more personalized advice and
tackle some of the most pressing challenges firms face today,
including attracting and winning new clients, documenting fiduciary
care, harnessing investor psychology and more consistently
distributing the firm's strategies and models.
For more information or for a demo of Nitrogen, please visit
NitrogenWealth.com.
*2024 T3 Advisor Software Survey & 2023 Kitces AdvisorTech
Survey
ABOUT NITROGEN
Nitrogen has been revolutionizing how financial advisors and
wealth management firms engage with their clients since the launch
of Riskalyze in 2011. Today, Nitrogen offers an integrated client
engagement software platform featuring risk tolerance, proposal
generation, investment research and financial planning tools
designed to help firms and financial advisors deliver personalized
advice. The company invented the Risk Number®, built on top of a
Nobel Prize-winning academic framework, and is the champion of the
Fearless Investing Movement — tens of thousands of financial
advisors committed to our mission of empowering the world to invest
fearlessly. To learn more, visit NitrogenWealth.com.
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Nitrogen Communications pr@nitrogenwealth.com