Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Sharesight Reviews & Ratings
    529 Ratings
    Company Website
  • NaviPlan Reviews & Ratings
    Company Website
  • Monarch Money Reviews & Ratings
    5 Ratings
    Company Website
  • ConnectWise RMM Reviews & Ratings
    164 Ratings
    Company Website
  • DXtrade Reviews & Ratings
    6 Ratings
    Company Website
  • Premier Construction Software Reviews & Ratings
    395 Ratings
    Company Website
  • eToro Reviews & Ratings
    30,025 Ratings
  • CrankWheel Reviews & Ratings
    184 Ratings
    Company Website
  • IUX Reviews & Ratings
    893 Ratings
    Company Website
  • Phonexa Reviews & Ratings
    228 Ratings
    Company Website

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 MoneyGuide?

Envestnet MoneyGuide is dedicated to simplifying the financial planning process by aligning it with specific goals, making it accessible to a wide audience. Our intuitive financial planning tools enable advisors of all sizes to customize their offerings to meet the unique needs of each client. With a focus on client-centered design, MoneyGuidePro® provides sophisticated solutions and informed assumptions that aid advisors in navigating the complex financial elements that impact their clients' lives. In addition, MoneyGuideElite℠ offers an interactive platform for advisors to visually demonstrate various components such as income distribution, tax optimization strategies, lifetime protection plans, and the advantages and disadvantages of annuities. To enhance communication and data collection, we supply a variety of resources like questionnaires, brochures, and educational videos. Moreover, our marketing storefront enables you to personalize marketing materials with your contact information and branding, which helps to foster a professional image. This well-rounded strategy ensures that advisors are thoroughly prepared to guide their clients through their financial journeys while also adapting to their evolving needs. In doing so, we strive to create a supportive environment that promotes financial literacy and informed decision-making for all clients.

Media

Media

Integrations Supported

Altruist
Asset-Map
Black Diamond Wealth Platform
Blueleaf
CircleBlack
FP Alpha
Morningstar
NetX360
Redtail CRM
Wealthbox
eMoney
Axos Invest
FIS Hedge Fund Portfolio Manager
FinFolio
MAUI
Portfolio Lab
Riskalyze
SmartOffice
VISE

Integrations Supported

Altruist
Asset-Map
Black Diamond Wealth Platform
Blueleaf
CircleBlack
FP Alpha
Morningstar
NetX360
Redtail CRM
Wealthbox
eMoney
Axos Invest
FIS Hedge Fund Portfolio Manager
FinFolio
MAUI
Portfolio Lab
Riskalyze
SmartOffice
VISE

API Availability

Has API

API Availability

Has API

Pricing Information

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

Pricing Information

Pricing not provided.
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

Envestnet

Date Founded

1999

Company Location

United States

Company Website

www.moneyguidepro.com/ifa/Home/MoneyGuidePro

Categories and Features

Categories and Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Popular Alternatives

Popular Alternatives

Moneytree Reviews & Ratings

Moneytree

Moneytree Software
SIMON Reviews & Ratings

SIMON

SIMON Markets
eMoney Reviews & Ratings

eMoney

eMoney Advisor