Recommendations to others considering Nitrogen:
Riskalyze provides a multi-faceted tool which can assist in all phases of serving advisory clients. From the pre-client stage with risk assessment, proposal and retirement map - to using the same tools during their lifetime as a client. Helps clients understand the amount of risk they are taking (or not taking) with their portfolio, the impact on likelihood of meeting their goals. Review collected by and hosted on G2.com.
What problems is Nitrogen solving and how is that benefiting you?
The three I outlined above; risk assessment, proposal generation and light planning. I like that the conversations with clients are largely not investment specific, and more planning specific. I invite clients to assess their risk level approximately every two years - or when they have experienced a significant change in circumstances. The retirement map keeps clients focused on the goal - and less so on short term performance. Review collected by and hosted on G2.com.