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Ratings and Reviews 0 Ratings
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What is VisualMvo?
Efficient Solutions delivers a suite of financial tools focused on mean variance optimization and retirement planning through its platform, Effisols.com. Users can explore VisualMvo for building the efficient frontier using the Markowitz algorithm, MvoPlus for dynamic multi-period portfolio strategies, and MCRetire for probabilistic retirement simulations. These applications allow for deep analysis of risk, return, asset rebalancing, and withdrawal strategies under uncertainty, making them valuable for both academic and practical financial use cases.
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.
Integrations Supported
AdvisorEngine
Altruist
Asset-Map
Black Diamond Wealth Platform
Blueleaf
Charles Schwab
CircleBlack
FP Alpha
Fidelity
Morningstar
Integrations Supported
AdvisorEngine
Altruist
Asset-Map
Black Diamond Wealth Platform
Blueleaf
Charles Schwab
CircleBlack
FP Alpha
Fidelity
Morningstar
API Availability
Has API
API Availability
Has API
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Pricing Information
$1,188 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
Efficient Solutions
Company Location
United States
Company Website
www.effisols.com
Company Facts
Organization Name
Nitrogen
Date Founded
2011
Company Location
United States
Company Website
nitrogenwealth.com
