Nitrogen Reviews & Product Details

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.

The risk assessment tool is a crucial part of our planning process. For us it is imperative to undertand and speak the same language when it comes to risk, and this took allows us to do that. Review collected by and hosted on G2.com.

Sometimes the ratings on newer ETF's or funds can be hard to accuratly reflect as they use backwords looking data. That can cause recent market performance like we saw in 2022 impact a new funds forward return assumptions Review collected by and hosted on G2.com.

Designing portfolios to match risk scores. The risk number questionnaire is phenomenal. Review collected by and hosted on G2.com.

Does not allow for shared access to retirement plans. Review collected by and hosted on G2.com.

I like the simplicity and yet the complexity of how a Risk Score is calculated and utilized to assist clients in understanding their current and ideal risk. Review collected by and hosted on G2.com.

While I understand the pricing and value compared to competitors, it is a bit pricey. Review collected by and hosted on G2.com.

My favorite thing is the ease of integration with my B/D's platform for importing client data. This has saved me a tremendous amount of time and effort. Review collected by and hosted on G2.com.

The main drawback has to be with structured note limitations in not recognizing characters and descriptions. This has also been a problem for some annuity products. Review collected by and hosted on G2.com.

The tool is easy to use and connects with most major broker/dealers and custodians.

Used correctly, you can greatly simplify the investment review conversation with your clients. Review collected by and hosted on G2.com.

It's getting very expensive for how I use the tool.

While Nitrogen is constantly being improved, sometimes those improvements are incomplete. This forces you to jump back and forth between old and new versions.

The "Proposals" section isn't usable for me. I wish I could compare the current and proposed portfolios side by side.

The PDF reports are good, but not great. They feel a little forgotten by the development team.

Did I mention that it's getting really expensive? Review collected by and hosted on G2.com.

Super easy to use- allows me to analyze and grade prospects and clients portfolios. I use it with all my clients. It changes the conversation from just performance and asset allocation and helps me better explain to clients the risk they are taking. Review collected by and hosted on G2.com.

It is a little slow sometimes. I wish it would process faster. Review collected by and hosted on G2.com.

It helps take the complex and break it down into the simple (risk score) to be able to help clients understand their investments. Review collected by and hosted on G2.com.

Been using this product for sometime and don't have anything I dislike about it. Great product and great people! Review collected by and hosted on G2.com.

First and foremost, it's a great risk analysis tool. It helps clients understand portfolio risk and normal performance ranges during market volatility.

Additionally, the portfolio analytics, statistics, stress tests, research functionality and more are extremely helpful and robust. Review collected by and hosted on G2.com.

Can't think of much that doesn't work well, and they're always looking to add more functionality and improve the software. Review collected by and hosted on G2.com.