Nitrogen Reviews & Product Details

Nothing... I first started using it back in the beta stage and as it has been tweeked and upgraded over the years it has become to confusing and too expensive.

Now I am trapped in a contract and have to pay when I don't even use their software. The old trick was played to trap me into this contract.

I guess I live and learned.

The merit of the software does not even matter to keep me as a client. Now I am a client that feels and is stuck paying for something that is no use for me.

Companies should not trap you into contracts. You should want to stay with them because you like there service. However thus company does not have that philosophy. Review collected by and hosted on G2.com.

Out dated and old way of doing business. This company will have high turnover of customers as it does contracts i. This stage of the world. Where no one does contracts for software . They have earn your business but this company does not have to earn the business after sign a contract. Bad business model. Review collected by and hosted on G2.com.

Simple, useful risk questionnaire which can be quickly sent to clients. Review collected by and hosted on G2.com.

‘Be very careful of the sales department attempting to sell you autopilot or additional licenses that they will tell you, you dont have to pay for because your assets with one of their fund partners qualifies you for free licenses. I wouldn’t say we were scammed but were sold on this fact, and they over subscribed us licenses including, one Autopilot licensed which we didn't need. Now, that the fund drop out of the NTF program they are full boating us the $1300+ per month for unused licenses. Their remedy was for us to sign us up for a new 12 month agreement, and they would graciously drop the Autopilot license. No Thank you! Since the CEO has left this year, the name and sadly the company has changed. Caveat Emptor’ Review collected by and hosted on G2.com.

I love that I can easily walk a client through the current risk of their portfolio and the recommended changes. The stress-test feature is also very useful. The best aspect for me is the rebalancing. It is easy to use their models, create your own, and trade on your preferred platform. It saves valuable time. I have been an early adopter and it would take quite a bit for me to look at another resource. The customer support is efficient and effective as well. Review collected by and hosted on G2.com.

Sometimes it feels like walking through the risk tolerance exercise with clients is a little repetitive. I try to guide them through the process but it can seem like an optometrist appointment. Which is better? Lens 1 or 2? Review collected by and hosted on G2.com.

Before using Nitrogen, clients did not understand that markets have two sides that go up and down. This tool is well thought out and allows clients to have a quick view of their portfolio versus their risk profile. One of the functions that has protected us the most as an investment advisory firm is that the client signs an investment policy where everything is clearly explained. They have an excelent.

In addition to this, they have a wonderful customer service team. Review collected by and hosted on G2.com.

They did a new look and feel update a while ago, which I don't love. But since this company listens to the customer's opinion, they left the previous version for those of us who felt more comfortable with what was there. Review collected by and hosted on G2.com.

I have been using Nitrogen (formerly Riskalyze) for several years and I find it very useful for my advisory firm. Nitrogen is easy to use and was equally easy to integrate into our workflow. The best feature for my firm is Nitrogen’s Risk Number. The Risk Number quiz is easy for the client to take in a few minutes and the resulting information is useful for starting a conversation with the client about an investment plan. Review collected by and hosted on G2.com.

The only downside is the rising cost for features I don't utilize. Nitrogen is worth the current cost but I fear they may price themselves out of my budget soon. Review collected by and hosted on G2.com.

Reports are nice looking (but incorrect) Review collected by and hosted on G2.com.

Data was bad

Customer service was curt and unwilling to listen when I tried to explain their numbers were wrong. It's dangerous to have wrong risk/return numbers when advisors use with ie ts Review collected by and hosted on G2.com.

The quiz to obtain a client's risk level is simple for the clients. The risk score provides a more accurate insite to how much risk a client will tolerate. The ability to look at different scenarios for the client is helpful. Review collected by and hosted on G2.com.

It is a lot of work to keep models up to date. We are not able to subscribe to have certain models update automatically. It needs to be manually updated.

Structured products are not recognized. This makes evaluating a portfolio inaccurate. Review collected by and hosted on G2.com.

I love Nitrogen's holistic approach to working with clients. Investment analysis, retirement planning, client check-ins, and many other features make a long list of things I love about the software. It is a requirement that we run client information through Nitrogen when we begin our client onboarding process. Review collected by and hosted on G2.com.

The ONLY thing I can say I dislike about Nitrogen is that some individual bond positions or CD holdings of clients can take some time to input. I have done some training with their staff to remedy the friction point and they were very helpful to make me a better user of the software! Review collected by and hosted on G2.com.

The best part about Nitrogen is the streamlined process it can create for you to onboard a client, discuss risk, and propose an allocation that makes sense. It's integrates with our CRM, Custodian, and Orion which is fantastic. Review collected by and hosted on G2.com.

The customer service has taken a lot longer I've noticed in the last year or so. The relationship managers are fantastic and usually handle everything we need however the general support email seems to take a while to get back to you. Review collected by and hosted on G2.com.

I enjoyed having a platform that remained fair priced to build and manage risk in my clients portfolios. Review collected by and hosted on G2.com.

I feel this business has lost its way regarding customer service; they renewed my account at a 45% increase, picked a new plan for me, and changed my request to deal via phone to email. This became known to me when I inquired about the increased charge and was informed that they emailed me four times in March to discuss. I told them that I had recently moved my practice from Florida to Tennessee during that period and was in my blackout period, awaiting my license to transfer. They did not try to reach out in April or May to confirm that I was on board; instead, they just let their changes go through. Now they are not working with me to try to make things right but would instead leave on this fraud contract at the end . Review collected by and hosted on G2.com.