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Nitrogen

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4.0 out of 5 stars
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
Douglas C.
DC
Douglas C.
Wealth Management. Securities and advisory services offered through Cetera Advisors LLC, Member FINRA/SIPC.
07/21/2023
Validated Reviewer
Review source: Organic

We have used Riskalyze (Notrogen) for years

|Nitrogen
Easily creates understandable client/prospect presentations. Great tool in making informed data driven choices for portfolio positions.
MG
Matthew G.
07/20/2023
Validated Reviewer
Review source: Organic

Great plug and play client advisory process

|Nitrogen
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.
Tim S.
TS
Tim S.
Wealth Advisor at Atlantic Wealth Advisors
07/20/2023
Validated Reviewer
Verified Current User
Review source: Organic

Nitrogen is an essential tool in our practice

|Nitrogen
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.

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