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Nitrogen description
Nitrogen is a suite of tools designed for financial advisors and wealth management firms. It helps you acquire new clients, manage relationships with existing clients, and analyze your firm's performance. Its key feature is the "Risk Number," a metric that quantifies an investor's risk tolerance. Nitrogen integrates with other financial software and provides data and analytics on your business.
Who is Nitrogen best for
Nitrogen helps financial advisors acquire clients, manage relationships, and analyze performance. Key features include the "Risk Number" for assessing risk tolerance, client management tools, business analytics, and software integrations. Users praise its ease of use and client conversation capabilities but note occasional data inaccuracies and rising costs.
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Best for medium-sized businesses (101-1000 employees), excellent fit for large enterprises (1001+).
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Specifically designed for the financial services industry, including advisors and wealth management firms.
Nitrogen features
Supported Nitrogen's key feature is the "Risk Number", which quantifies an investor's risk tolerance. |
Supported Nitrogen helps advisors acquire new clients and manage relationships with existing ones. |
Supported Nitrogen provides data and analytics to help advisors understand their firm's performance. |
Supported Nitrogen integrates with other financial software used by advisors. |
Supported The Planning Center equips advisors to model risk capacity, time horizon, and long-term probability. |
Supported Command Center unlocks firmwide controls and monitors the risk and growth of your entire AUM. |
Supported Marketing Center leverages its power to supercharge client outreach. |
Nitrogen reviews
We've summarised 70 Nitrogen reviews (Nitrogen G2 reviews) and summarised the main points below.
- Easy-to-use risk questionnaire, providing a quick risk assessment.
- Clear visualization of portfolio risk and potential market impact.
- Effective tool for client conversations and onboarding.
- Integrates well with other financial software.
- Useful for portfolio analysis, stress testing, and retirement planning.
- Inaccurate data, leading to potentially dangerous client presentations.
- Subscription costs are increasing, pricing some users out.
- Difficulty inputting and updating models, especially for structured products and some annuities.
- Slow processing times and occasional glitches or unresponsiveness.
- Contract disputes and difficulties canceling subscriptions.
Nitrogen pricing
The commentary is based on 11 reviews from Nitrogen G2 reviews.
While Nitrogen is praised for its risk assessment features, reviews consistently cite increasing costs as a significant concern. Some users feel the pricing is becoming prohibitive, especially for smaller firms or those not utilizing all features. Others mention unexpected price hikes and difficulty canceling subscriptions.
See the Nitrogen pricing page.
Nitrogen alternatives
AddeparInvestment management platform for the ultra-wealthy, simplifying complex portfolios.Read more
Nitrogen FAQ
Nitrogen is a client management and portfolio analysis tool for financial advisors. It offers a "Risk Number" to quantify investor risk tolerance, integrates with financial software, and provides business analytics. It helps advisors acquire clients, manage relationships, and improve their firm's performance.
What is Nitrogen and what does Nitrogen do?
Nitrogen is a client management and portfolio analysis tool for financial advisors. It offers a "Risk Number" to quantify investor risk tolerance, integrates with financial software, and provides business analytics. It helps advisors acquire clients, manage relationships, and improve their firm's performance.
Nitrogen integrates with other financial software commonly used by advisors, facilitating streamlined workflows and data consolidation. This integration enhances portfolio management, financial planning, and client management capabilities.
How does Nitrogen integrate with other tools?
Nitrogen integrates with other financial software commonly used by advisors, facilitating streamlined workflows and data consolidation. This integration enhances portfolio management, financial planning, and client management capabilities.
Top alternatives to Nitrogen include Morningstar Advisor Workstation for investment research and planning, Aumni for portfolio insights, and M2Advisor for portfolio management and workflow streamlining. These platforms offer similar functionalities for financial advisors and wealth management firms.
What the main competitors of Nitrogen?
Top alternatives to Nitrogen include Morningstar Advisor Workstation for investment research and planning, Aumni for portfolio insights, and M2Advisor for portfolio management and workflow streamlining. These platforms offer similar functionalities for financial advisors and wealth management firms.
Nitrogen is a legitimate tool for financial advisors. User reviews highlight its ease of use and effective client management features. However, some users have reported data inaccuracies and increasing subscription costs. Consider these factors when evaluating if Nitrogen is safe and suitable for your needs.
Is Nitrogen legit?
Nitrogen is a legitimate tool for financial advisors. User reviews highlight its ease of use and effective client management features. However, some users have reported data inaccuracies and increasing subscription costs. Consider these factors when evaluating if Nitrogen is safe and suitable for your needs.
I couldn't find pricing details for Nitrogen. For the most current pricing information, it's best to visit Nitrogen's website or contact their sales team directly. This will help determine if the product's features are worth the investment.
How much does Nitrogen cost?
I couldn't find pricing details for Nitrogen. For the most current pricing information, it's best to visit Nitrogen's website or contact their sales team directly. This will help determine if the product's features are worth the investment.
Nitrogen's customer service receives mixed reviews. While some users praise the efficient and effective support, others report slow response times and unhelpful interactions, particularly regarding billing and contract issues. Some users have described the customer service as "curt and unwilling to listen."
Is Nitrogen customer service good?
Nitrogen's customer service receives mixed reviews. While some users praise the efficient and effective support, others report slow response times and unhelpful interactions, particularly regarding billing and contract issues. Some users have described the customer service as "curt and unwilling to listen."
Reviewed by
Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.
Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.