Nitrogen, formerly known as Riskalyze, has launched a comprehensive client engagement platform aimed at enhancing the delivery of personalized advice for wealth management firms.
The integrated platform includes three core products:
The firm said it is offering through small subscription plans for individual advisors or as part of larger implementations with accounts-based pricing plans for home offices and enterprises.
"We have the absolute privilege of serving thousands of wealth management firms and listening to the feedback we receive from the leaders and financial advisors in those firms,” Dan Zitting, CEO at Nitrogen, said in a statement.
According to Zitting, the firm’s new product launches address a common pain point for advisors and wealth firm leaders looking to differentiate themselves by building out their wealth stacks.
“Often … they are forced to pay for bundled software they don't want or the software they buy isn't integrated with other products they use,” he said.
The firm says all enterprise-wide deployments of the new Nitrogen products are supported by Command Center, a tool that offers firmwide data, controls, and oversight. It facilitates the monitoring of best-interest alignment across various holdings and accounts, along with managing risk parameters and ensuring brand consistency, among other functions.
“The job for firms today is to deliver personalized advice at scale. Our software has always been designed to help [with that],” said Craig Clark, chief marketing officer at Nitrogen. Clark described the new offerings as a milestone in a journey that began with the launch of Riskalize and accelerated with its rebrand to Nitrogen last year.
Nitrogen is one of the best risk analytics tools available to analyze market data, customer behavior patterns, and economic indicators.
Salespeople at the firm often went beyond the matching algorithm to recommend network advisors on its Zoe Wealth platform, according to the regulator.
The Protect College Sports Act would cap school payments and codify NIL rights, with implications for advisors guiding young athletes.
"I know the number that I want to be able to retire on, and now I just want out," says Wilmington Trust's Marguerite Weese, describing a common refrain among business-owner clients.
Bessemer and Brown Brothers Harriman veteran Robert Ludricks III and private markets specialist Olof Akesson join the ultra-high-net-worth push on the East Coast.
765 investors were promised 260% annual returns on truck leases
As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains