NEWS: Introducing Risk Center, Planning Center, and Research Center. ?? These powerful packages are now available for advisors and wealth management teams to deliver personalized client engagement and drive growth. ?? Nitrogen Risk Center: Equip your advisors with the \#1 risk tolerance, proposal generation, and client engagement solution in the profession. Use the Risk Number? to consistently attract and win clients and retain them as fearless investors. ?? Nitrogen Research Center: Get access to fund screening, model management, and detailed stats on portfolios and securities. Upgrade your experience from back-office research to richer reports for sophisticated clients. ?? Nitrogen Planning Center: It’s the fastest way to build a client-facing plan. From goals-based accumulation projections to retirement income modeling, clients can see and understand the long-term value of advice. Learn more: https://lnkd.in/e2rGKNUW
Nitrogen
科技、信息和网络
Auburn,California 29,584 位关注者
The growth platform for wealth management firms. Makers of Riskalyze since 2011.
关于我们
Nitrogen has been redefining how financial advisors and wealth management firms engage with their clients since the launch of Riskalyze in 2011. Today, Nitrogen offers an all-in-one client engagement software platform featuring risk tolerance, proposal generation, investment research, and financial planning tools designed to help firms and financial advisors deliver personalized advice. The company invented the Risk Number?, built on top of a Nobel Prize-winning academic framework, and is the leader of the Fearless Investing Movement — a community of tens of thousands of advisors dedicated to empowering the world to invest fearlessly. To learn more, visit NitrogenWealth.com.
- 网站
-
https://www.nitrogenwealth.com
Nitrogen的外部链接
- 所属行业
- 科技、信息和网络
- 规模
- 201-500 人
- 总部
- Auburn,California
- 类型
- 私人持股
- 创立
- 2011
- 领域
- Investing、Risk Tolerance、Fintech、Advisor Solutions、Software、Advisor Technology、Risk Profiling、401K、Financial Technology和SaaS
地点
-
主要
470 Nevada St
US,California,Auburn,95603
Nitrogen员工
动态
-
Learn how to build a compelling brand message during Mary Kate Gulick's Fearless Investing Summit session!?? From marketing to prospect strategies, you'll learn it all. Check out our full agenda here: https://lnkd.in/ehp9qUzT
-
-
We're excited to share that Daniel Crosby, Ph.D. will be speaking at Fearless Investing Summit! Plus, the first 500 attendees to check in at Summit will receive a free copy of his upcoming book, "The Soul of Wealth" ?? View the full Summit agenda here: https://lnkd.in/ehp9qUzT
-
-
Bonnie Kirchner, CFP(R), MST, author of Who Can You Trust With Your Money, will be presenting at our Fearless Investing Summit! ?? Earn CE credits by attending her session "CFP Board Ethics: Enhancing Your Ethical Intelligence" Check out the full Summit agenda here: https://lnkd.in/ehp9qUzT
-
-
Experience the Fearless Investing Summit from anywhere! Registration is now open for our FREE Virtual Summit ?? Save your spot to get livestream main stage sessions, hours of CFP? CE credits, and more. To register or learn more, visit: https://lnkd.in/gvbhYgfp
-
We're excited to share that Debra Taylor CPA/PFS??, JD, CDFA?? will speak at multiple sessions at this year's Fearless Investing Summit! ?? These sessions will focus on tax planning and maximizing client outcomes. You won't want to miss them! View our full Summit agenda here: https://lnkd.in/ehp9qUzT
-
-
Did you know that 40% of clients believe the main value their advisor provides is emotional support during their investment journey? In today's blog, we'll examine investor psychology and the strategies you can use to address client reactions to market changes. Read now ??
Why 40% of Clients Say an Advisor’s Value is Emotional Support
https://nitrogenwealth.com
-
We're excited to share the two sessions Domenick D'Andrea, AIF?, CRC?, CPFA?? will be speaking at during our Fearless Investing Summit! ?? ?? Social Media Strategies for Wealth Management ?? Elite Insights: Tactics and Strategies from Top Advisors Using Nitrogen Don't miss out! Check out the full Summit agenda here: https://lnkd.in/ehp9qUzT
-
-
Join one of Glen Jackson, AIF? two sessions at this year's Fearless Investing Summit! 1?? From Prospects to Partners: Leveraging Nitrogen for Client Acquisition and Retention 2?? Elite Insights: Tactics and Strategies from Top Advisors Using Nitrogen Check out our full agenda here: https://lnkd.in/ehp9qUzT
-
-
Can't make it to Fearless Investing Summit? Join us virtually! Get access to all of the main stage sessions plus hours of exclusive content, CFP? CE credits, and live networking opportunities with industry leaders and fellow advisors. Plus, it's free! Register now ??
Fearless Investing Summit Online Experience
events.zoom.us