Nitrogen

NEWS: Introducing Risk Center, Planning Center, and Research Center. 🌟 These powerful packages are now available for advisors and wealth management teams to deliver personalized client engagement and drive growth. ➡️ 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. Learn more: https://lnkd.in/e2rGKNUW

ICYMI: Nitrogen launches inte unveils three products tailored for both solo advisors and teams. Through the new Plans for Advisors suite, solo advisors may choose an a la carte, annual subscription, while teams get access to account-based pricing plans through the Team Solutions suite. Nitrogen also announced the availability of the Riskalyze plan, the industry-standard risk tolerance and proposal generation tool for financial advisors at $99/month. To learn more, visit: https://lnkd.in/eeXneTt2

Build client-facing plans faster than ever on Nitrogen’s new Planning Center 💥 From goals-based accumulation projection to retirement income modeling, clients can see and understand the long-term value of advice. Learn more: https://lnkd.in/egVvpzXE

📢 New webinar alert! Join Nitrogen experts on Thursday, July 18th at 3 PM ET to see firsthand why traditional methods of assessing risk fall short and how to boost productivity and client engagement with our industry-leading risk tolerance questionnaire. We're taking an in-depth look at the Risk Number® and why it's changing the game for advisors across the industry. Save your seat now!

Introducing Nitrogen’s new Risk Center 🚀 Equip your advisors with the #1 risk tolerance, proposal generation, and client engagement solutions in the industry. Using the Risk Number®, your firm will consistently attract and win clients and build strong retention among your current book of business. To learn more visit: https://lnkd.in/epdhiRqU

What is your secret to success? Join us on July 25 at 2 PM ET to gain invaluable insights from leading advisors who have mastered the art of using Nitrogen to elevate their practices and strategies for success. Register Now🚀

Whether you’re serving a few clients or several hundred, identifying opportunities to streamline your practices is never a bad idea. We're sharing four steps you can take to ensure your planning process supports your growth goals and client concerns on the blog. Check it out!⬇️

Happy Fourth of July! 🇺🇸 Today, we honor the resilience and spirit that built our nation. As we enjoy the fireworks and festivities, let’s remember our shared goal of achieving financial freedom for all. Here’s to empowering advisors and their clients to thrive.

🔦 Blog spotlight feature! Our very own Shari Hensrud-Ellingson, VP of Risk & Analytics, shares how using reporting can help grow your firm and exceed client expectations, including three key strategies on how to get started. Learn more on the blog! ⬇️

Our Chief Marketing Officer, Craig Clark, recently shared his expert insights on driving organic growth in the wealth management industry in Wealth Solutions Report’s latest article. Discover how innovative strategies and new technologies can propel your firm forward 🚀 Check out the full article here: https://lnkd.in/gmfid7-k