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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.

About

Bring more accounts together into a cohesive strategy. Pontera allows advisors to monitor and trade 401(k), 403(b), and other held-away accounts to ensure they are meeting their clients’ needs. Optimize tax strategies to grow client wealth. Advisors can allocate their clients’ investments across taxable and tax-deferred accounts more quickly and efficiently by using the Pontera platform. Pontera helps advisors show their clients more of what’s happening in their portfolios. Combined with their existing technology, Pontera enables advisors to offer more streamlined portfolio visibility for their clients. Provide stability by rebalancing and monitoring retirement accounts as needed, just like custodial accounts. Improve client satisfaction by maintaining control during volatile markets and improve long-term results.

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

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

Audience

Anyone searching for a platform to securely and compliantly manage on assets in held-away accounts

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

$1,188 per year
Free Version
Free Trial

Pricing

No information available.
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

Nitrogen
Founded: 2011
United States
nitrogenwealth.com

Company Information

Pontera
Founded: 2012
United States
pontera.com

Alternatives

Alternatives

Categories

Categories

Integrations

Morningstar
Addepar
Asset-Map
Blueleaf
Charles Schwab
CircleBlack
FP Alpha
Fidelity
MyRepChat
NetX360
Orion
Portfolio Lab
Pulse
Redtail CRM
RightCapital
SS&C Advent
Salesforce
Snappy Kraken
VISE

Integrations

Morningstar
Addepar
Asset-Map
Blueleaf
Charles Schwab
CircleBlack
FP Alpha
Fidelity
MyRepChat
NetX360
Orion
Portfolio Lab
Pulse
Redtail CRM
RightCapital
SS&C Advent
Salesforce
Snappy Kraken
VISE
Claim Nitrogen and update features and information
Claim Nitrogen and update features and information
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Claim Pontera and update features and information