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Nitrogen

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72 reviews
  • 1 profiles
  • 2 categories
Average star rating
4.0
Serving customers since
2011

Profile Name

Star Rating

46
14
1
3
8

Nitrogen Reviews

Review Filters
Profile Name
Star Rating
46
14
1
3
8
MARC A.
MA
MARC A.
10/10/2024
Validated Reviewer
Review source: Organic

Trapped in contract

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.
Verified User in Financial Services
UF
Verified User in Financial Services
05/04/2024
Validated Reviewer
Review source: Organic

Bad data - dangerous to present to clients

Reports are nice looking (but incorrect)
Marcus A.
MA
Marcus A.
Managing Partner, Senior Portfolio Manager at BlueChip Wealth Advisors
12/19/2023
Validated Reviewer
Verified Current User
Review source: Organic

Simple questionnaire that can be easily emailed to clients/prospects within one minute typically.

Simple, useful risk questionnaire which can be quickly sent to clients.

About

Contact

HQ Location:
Auburn, CA

Social

@nitrogenwealth

What is Nitrogen?

Nitrogen is a wealth management platform designed to help advisors and investors optimize their financial strategies. The platform offers tools for assessing risk tolerance, aligning investment strategies with client preferences, and managing portfolios effectively. By using advanced analytics and a user-friendly interface, Nitrogen aims to streamline financial planning and enhance decision-making processes for both individual investors and financial advisors.

Details

Year Founded
2011