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About

Provide solutions that truly reflect clients’ preferences and ensure their funds are invested appropriately and risk doesn’t exceed what is suitable for them. Unlock wealth managers’ full potential with automated investment recommendations, enhanced risk analytics and decision support simulations. Streamline investment proposal generation and automate regulatory controls and reports to increase efficiencies and expand offerings to new client segments. Get instrument-level portfolio proposals consistent with the bank views, client's preferences and asset universe. Perform stress tests or simulate the impact of switch on client portfolio to discover the construction with optimal risk/return ratio. Identify all portfolios with breaches on the investment suitability and asset class strategic allocation. Get recommendations for best trades to move the existing client portfolio closer to the target allocation.

About

​Nitrogen is a comprehensive platform designed to empower financial advisors with tools to measure risk tolerance, generate personalized proposals, conduct in-depth investment research, and guide clients toward retirement readiness, all within a single, streamlined interface. Provides advanced analytics and research tools, enabling advisors to conduct thorough investment research and cater to analytically inclined clients. Assists in modeling risk capacity, time horizons, and probabilities of success, aiding clients in achieving their retirement goals. Offers customizable marketing materials, including client-facing videos and templates, to enhance client outreach and acquisition efforts. Additional features include the Insights Dashboard, which delivers growth and risk analytics across assets under management, offering a historical overview of each advisor's performance. It also integrates with various financial planning and portfolio management tools.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies looking for an Investment Management platform that provides risk analytics and portfolio construction capabilities

Audience

Financial advisors in need of a tool to align client portfolios with individual risk tolerances, streamline investment research, and enhance client engagement

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$1,188 per year
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Edgelab
www.edgelab.ch/

Company Information

Nitrogen
Founded: 2011
United States
nitrogenwealth.com

Alternatives

Alternatives

Costars

Costars

corfinancial
Fusion Invest

Fusion Invest

Finastra

Categories

Categories

Integrations

AdvisorEngine
Altruist
Asset-Map
Black Diamond Wealth Platform
Blueleaf
Charles Schwab
CircleBlack
FP Alpha
Fidelity
Morningstar
MyRepChat
NetX360
Redtail CRM
RightCapital
Salesforce
Snappy Kraken
VISE
Wealthbox
eMoney

Integrations

AdvisorEngine
Altruist
Asset-Map
Black Diamond Wealth Platform
Blueleaf
Charles Schwab
CircleBlack
FP Alpha
Fidelity
Morningstar
MyRepChat
NetX360
Redtail CRM
RightCapital
Salesforce
Snappy Kraken
VISE
Wealthbox
eMoney
Claim Edgelab and update features and information
Claim Edgelab and update features and information
Claim Nitrogen and update features and information
Claim Nitrogen and update features and information