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.

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.

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.