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Leverage the Risk Number and 95% Historical Range across your firm to manage client expectations and objectively pinpoint how much risk clients want, have, and need to reach their goals.
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Compare portfolios, research investments, and build proposals that align perfectly with each client’s comfort zone and goals.
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The Risk Tolerance Questionnaire gives your entire team a repeatable process that is easy to document and proves that your team treats investors like individuals.
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Turn any 1040 into a client-ready tax snapshot with AI Tax Center, revealing planning opportunities and hidden assets
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Share tax-aware insights that uncover real opportunities and demonstrate your full value to clients.
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Spot opportunities in Roth conversions, deductions, and capital gains, along with undisclosed cash or held-away assets.
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Speed up investment research, provide deep portfolio analytics, and ‘wow’ the most analytical of clients.
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Run portfolios through historical scenarios to illustrate what is ‘normal.’
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Build reports that convert prospects and retain clients.
Product Description
About this Product
With Nitrogen, advisors can:
- Swivel their monitor to guide clients through visual insights
- Capture meeting notes automatically with AI Meeting Center
- Turn a 1040 into a client-ready snapshot with AI Tax Center
Trusted by over 30,000 advisors, Nitrogen delivers software built to be shown, empowering you to crush every client meeting with clarity, confidence, and AI that works the way you do.
About Nitrogen
Nitrogen is the leader in AI-enabled, client-facing software for financial advisors. Its integrated platform combines risk alignment, investment planning, tax planning, retirement planning, and proposal generation, helping advisors deliver smarter, more engaging meetings that win business and build lasting client confidence. Trusted by over 30,000 advisors, Nitrogen’s technology is built to be seen, enabling advisors to swivel their monitor and guide clients through clear, visual insights that keep them invested in their advisor, fearlessly. Learn more at NitrogenWealth.com.
Product Details
More info about us
Category
Integration Capabilities
Serving RIAs Since
Discount for Schwab Clients?
0719-93C0
API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® is a service of PTI.
References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.
Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.
Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.