My office uses Nitrogen for risk planning for all of our clients. It is essential for determining that our clients are in portfolios that fit their risk tolerance. Before using Nitrogen, we used arbitrary terminology for risk. Now my clients and I can feel comfortable when we make a financial plan that we are not taking too little or too much risk in client planning as we can see the risk score. Since risk planning is vital to any financial plan, I would highly recommend using Nitrogen. It is extremely user friendly and easy to use and has multiple features usable for planning. Review collected by and hosted on G2.com.
We have had some trouble with the "new" version of Nitrogen, compared to the Classic version with allowing .csv uploads of Albridge statements to generate client portfolios. We have to toggle back to the classic version to have this capability. Review collected by and hosted on G2.com.
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