Articles from Nitrogen

Nitrogen, the leading developer of integrated risk tolerance, proposal generation, investment research, and planning software for advisors, and Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers, today announced an expanded integration and sales partnership that delivers the most comprehensive, bi-directional integration between a risk analytics solution and a portfolio management system, redefining advisor efficiency and client service.

Nitrogen, the leading developer of integrated risk tolerance, proposal generation, investment research, and planning software for advisors, today released its third annual Firm Growth Survey, which uncovered a critical insight: despite rapid adoption of new technology and service expansion strategies, many advisors may be misaligned with what clients actually want—high-quality investment management, transparent analytics, and personalized technology-driven experiences. Developed in collaboration with DeVoe & Company and drawing on responses from over 425 advisory firms and 1,000+ investors, the 2025 report offers a comprehensive snapshot of the forces shaping organic growth, client engagement, and firm valuation in today’s wealth management landscape.

Nitrogen (formerly Riskalyze), the leading developer of integrated risk tolerance, proposal generation, investment research and planning software for advisors, today announced the launch of Nitrogen Risk Engine. The API-driven product allows software development and integration teams at financial institutions (including banks, insurers, custodians, asset managers, investing platforms and wealth managers) to incorporate the industry-standard Risk Number and proprietary, individual securities-level portfolio analytics into their own platforms.

Nitrogen (formerly Riskalyze), the leading developer of integrated risk tolerance, proposal generation, investment research and planning software for financial advisors, has partnered with Shaping Wealth, a pioneer in behavioral finance education, to offer curated learning experiences that help advisors to compete and thrive.

Nitrogen (formerly Riskalyze), the leading developer of integrated risk tolerance, proposal generation, investment research and planning software for advisors, today announced the appointment of Rachel Cameron as its new head of partnerships. Cameron brings extensive partner strategy experience in the financial technology space, having previously held senior roles at SS&C Black Diamond Wealth Platform and DPL Financial Partners, where she was instrumental in driving strategic growth and strengthening industry relationships.

Nitrogen (formerly Riskalyze), the software company revolutionizing how wealth management firms scale the delivery of personalized advice, today announced the availability of Nitrogen for Asset Managers. The offering makes an asset manager’s products visible, credible, and proposable within Nitrogen’s industry-leading risk tolerance, investment analytics, and proposal generation advisor workflow. It also delivers a suite of reporting on product adoption, competitive positioning and advisor behavior, offering valuable insights to inform distribution strategy. More than twenty leading firms already use the product to drive growth and market intelligence.

Nitrogen (formerly Riskalyze), the company revolutionizing how wealth management firms scale the delivery of personalized advice, today unveiled new, advisor-requested features across its risk tolerance, investment research, financial planning, and advisor marketing product suite in a keynote address by CEO Dan Zitting at the Fearless Investing Summit. Leading the product announcements were hotly anticipated tools for breaking down equity exposure within funds and visualizing analytics-rich side-by-side portfolio comparisons.

Nitrogen (formerly Riskalyze), the company that is revolutionizing how wealth management firms scale the delivery of personalized advice and client engagement, today announced the availability of its summer 2024 product release. In a launch event attended by more than 1,000 financial advisors, Nitrogen’s product team shared new features added to its products: Nitrogen Risk Center (risk tolerance, proposal generation), Nitrogen Research Center (investment analytics and research), Nitrogen Planning Center (specialized financial planning), Nitrogen Command Center (firmwide controls) and Nitrogen Marketing Center (advisor content marketing).

Nitrogen (formerly Riskalyze), the company that is revolutionizing how wealth management firms scale the delivery of personalized advice, today announced the availability of an integrated client engagement platform featuring three products from the wealthtech innovator: Nitrogen Risk Center, Nitrogen Planning Center, and Nitrogen Research Center. The products are available to solo advisors a la carte as annual subscription Plans for Advisors or, as Team Solutions, with accounts-based pricing for growing RIAs. Nitrogen also announced the availability of the Riskalyze plan, the industry-standard risk tolerance and proposal generation tool for financial advisors at $99/month.

Nitrogen, (formerly Riskalyze), a leading provider of growth and client engagement software for wealth management firms, today announced a new partnership with Holistiplan, the award-winning tax planning software used by tens of thousands of financial advisors. The alliance offers firms and individual advisors special pricing on both companies' pioneering software. The collaboration will also introduce the inaugural in-person Holistiplan Tax Summit, scheduled for October 23, alongside this year's Fearless Investing Summit in Nashville.

Nitrogen, the company that is revolutionizing how financial advisors and wealth management firms grow, today announced the deployment of its platform to Sherman Portfolios, a leading registered investment advisor (“RIA”). Through this partnership, Nitrogen will integrate Sherman Portfolios’ investment strategies into its platform, offering Nitrogen's advisors a broader array of options for client portfolio construction. At the same time, Sherman Portfolios’ advisors will gain access to Nitrogen's proprietary Risk Number, facilitating improved risk evaluation and more meaningful client conversations.

Nitrogen, the company that is revolutionizing how financial advisors and wealth management firms grow, today announced significant updates across its suite of products, including Command Center, along with an extensive suite of enterprise tools designed to supercharge wealth management firms.

Nitrogen, the company that is revolutionizing how financial advisors and wealth management firms grow, today announced that RFG Advisory (‘RFG’), a fast-growing platform for innovative and entrepreneurial independent advisors, has deployed Nitrogen as its enterprise growth and client engagement platform. Nitrogen is the latest addition to RFG’s technology stack, which was thoughtfully assembled to provide growth-minded advisors with a comprehensive suite of best-in-class solutions. The award-winning platform includes technology, talent, investment management, operations, compliance, marketing and coaching required to empower advisors to build their business without compromise.

Nitrogen, the company that is revolutionizing how financial advisors and wealth management firms grow, today announced the appointment of Dan Zitting as Chief Executive Officer. Zitting is a seasoned executive, known for his former role as CEO of Galvanize and his extensive experience spanning growth, risk and compliance functions. The appointment completes Nitrogen’s next-generation leadership team and sets the stage for further platform expansion and continued scale. Aaron Klein will transition out of operational leadership before year end, continuing to serve on the Nitrogen board of directors, as a champion of Fearless Investing at the 2024 Fearless Investing Summit and as a strategic advisor to Nitrogen’s leadership team.

Nitrogen (formerly Riskalyze), the company that is revolutionizing how financial advisors and wealth management firms grow, today announced major enhancements to its growth platform and painted a cohesive vision of the AI-powered future of abundance for advisors at the company’s annual Fearless Investing Summit. The event brings together leaders from firms representing thousands of advisors from across the wealth management industry as well as the entire spectrum of supporting wealthtech.

Nitrogen, the company that is revolutionizing how financial advisors and wealth management firms grow, today announced the deployment of its growth platform to Merit Financial Advisors (“Merit”). Merit is a national registered investment advisor (RIA) firm that specializes in financial planning and wealth management solutions for high-net-worth (HNW) individuals and families. Effective immediately, Merit’s advisors will gain access to Nitrogen’s suite of solutions, which includes powerful client engagement and analytics tools.

Nitrogen, the company that is revolutionizing how financial advisors and wealth management firms grow, today announced the significant traction demonstrated by Nitrogen AI, an AI-driven virtual marketing content assistant embedded into its Advisor Marketing Kit. The tool, available to Elite, Ignite, and Ultimate plan users since its rollout in May, has already been implemented by more than 500 customers for emails, social posts, and blog content, significantly augmenting advisors' marketing efforts.

Nitrogen, the company that is revolutionizing how financial advisors and wealth management firms grow their firms, today announced its integration with InvestorCOM, a leading regulatory compliance software and communications solution for wealth and asset managers. This integration enables financial professionals using Nitrogen’s platform to seamlessly access InvestorCOM to make compliant rollover recommendations, access 401k plan costs, and digitally deliver and document their analysis to investors.

Nitrogen, the company that is revolutionizing how financial advisors and wealth management firms grow, has entered into a strategic alliance with FMG, a leading SaaS company specializing in marketing software and services for financial advisors. This collaboration seamlessly integrates the email marketing and website creation capabilities of the FMG digital marketing platform with the risk alignment, financial planning, proposal generation, and client engagement tools of the Nitrogen Growth Platform. The integration offers joint customers a scalable process for acquiring new clients, raising client satisfaction, retaining clients, and driving organic growth.

Nitrogen, the company that is revolutionizing how financial advisors and wealth management firms grow, today announced major platform enhancements and a new product plan – Nitrogen Ignite – designed specifically to help firms with two to 10 advisors acquire clients, improve client satisfaction and increase retention rates. New platform capabilities available in both Nitrogen Ignite and Nitrogen Ultimate include executive dashboards for book-wide assets under management (AUM) metrics, advisor performance, compliance analytics, and risk controls.

Nitrogen, the company that is revolutionizing how financial advisors and wealth management firms grow, today released its first annual growth survey. The groundbreaking study contrasts the successful behaviors of hyper-growth firms with those of low-growth wealth management firms across their sales, marketing, and client satisfaction processes. Among the findings, the study identified the top-converting lead generation channels in wealth management during the last 12 months. In the final analysis, first-year Nitrogen growth platform customers were 1.5X more likely to exhibit growth of 21% or more vs. non-customers.

Riskalyze, the company that invented the Risk Number® and championed the Fearless Investing Movement, today revealed the brand identity for its next decade of innovation, fueling the growth of wealth management firms: Nitrogen.