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What is Nitrogen?

Nitrogen stands out as a powerful platform specifically designed to provide financial advisors with crucial resources for evaluating risk tolerance, crafting personalized proposals, and conducting thorough investment research, while maintaining an intuitive user experience. This innovative platform features advanced analytics and research tools, enabling advisors to carry out in-depth investment analyses that appeal to clients who prioritize a data-driven approach. By facilitating the assessment of risk capacity, timelines, and the probabilities of achieving financial goals, Nitrogen significantly aids clients in their journey toward retirement. Moreover, it offers tailored marketing materials, including client-focused videos and templates, to enhance outreach and client acquisition efforts. One of its key highlights is the Insights Dashboard, which delivers growth and risk analysis across managed assets, allowing advisors to review their performance metrics over time. In addition, Nitrogen's capacity to integrate with various financial planning and portfolio management applications amplifies its effectiveness, making it an essential tool for advisors aiming to elevate their client service offerings. Ultimately, this all-encompassing solution not only strengthens relationships with clients but also assists advisors in navigating the multifaceted landscape of financial planning, ensuring they are well-equipped to meet diverse client needs. This ongoing support empowers advisors to stay competitive in an ever-evolving industry and fosters a collaborative environment that benefits both parties involved.

What is Boldin?

This financial wellness platform offers tailored solutions that address the varying needs of different businesses. By leveraging its APIs, users have the ability to develop tools that deliver comprehensive financial forecasts. The white-label planner provides an extensive do-it-yourself financial planning experience, and interactive calculators can be easily integrated into websites to engage users effectively. Moreover, the platform emphasizes education and training to boost users' financial confidence and knowledge. Financial advisors are provided with sophisticated tools that facilitate close collaboration with clients on their financial strategies. In addition, the platform employs a holistic approach, boasting the Financial Projection Engine (FPE) for meticulous financial calculations, which enables individuals to make informed decisions regarding their financial and time management. The integration process is designed to be user-friendly, whether through customizable planners or APIs, ensuring seamless alignment with a company’s goals. Ultimately, this adaptable platform not only assists businesses but also aims to enhance the financial health of their clients, fostering a more financially literate society. By prioritizing user experience and comprehensive support, it stands out as a leader in financial wellness solutions.

Media

Media

Integrations Supported

AdvisorEngine
Altruist
Asset-Map
Black Diamond Wealth Platform
Blueleaf
Charles Schwab
CircleBlack
Envestnet Analytics
Fidelity
Morningstar
MyRepChat
NetX360
Portfolio Lab
Redtail CRM
RightCapital
Salesforce
Snappy Kraken
VISE
Wealthbox
eMoney

Integrations Supported

AdvisorEngine
Altruist
Asset-Map
Black Diamond Wealth Platform
Blueleaf
Charles Schwab
CircleBlack
Envestnet Analytics
Fidelity
Morningstar
MyRepChat
NetX360
Portfolio Lab
Redtail CRM
RightCapital
Salesforce
Snappy Kraken
VISE
Wealthbox
eMoney

API Availability

Has API

API Availability

Has API

Pricing Information

$1,188 per year
Free Trial Offered?
Free Version

Pricing Information

$120 per year
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Nitrogen

Date Founded

2011

Company Location

United States

Company Website

nitrogenwealth.com

Company Facts

Organization Name

Boldin

Date Founded

2015

Company Location

United States

Company Website

www.boldin.com/retirement/enterprise/home/

Categories and Features

Categories and Features

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