Crush Every Meeting with AI Advisor Software
From your first prospect conversation to every client review, Nitrogen gives firms of every size the tools to show up ready to impress.
AI-POWERED SOFTWARE TRUSTED BY 30,000+ FINANCIAL ADVISORS, INCLUDING:
 AI Risk CenterThe #1 proposal and engagement resource in the profession
- Risk Tolerance Questionnaire
 - AI Statement Capture
 - Proposals
 
 AI Research CenterSimplify research, provide analytics, and impress every client
- AI-Powered Discovery
 - Security Stats
 - Security Discovery
 
 AI Tax CenterInstantly turn any 1040 into clear, client-ready visuals and smart insights
- Client Tax Snapshot
 - AI-Powered Insights
 - Held-Away Asset Detection
 
Automate meeting notes and stay fully engaged with clients
- Smart Meeting Summaries
 - CRM & Calendar Integration
 - Compliance-Ready Notes
 
Model risk, time horizons, and probabilities for success
- Retirement Map & Reporting
 - Income By Source
 - Dynamic Retirement Scenarios
 
- AI Risk Center
 - AI Research Center
 - AI Planning Center
 
 Create Your OwnChoose 2 or more:
- AI Risk Center
 - AI Research Center
 - AI Tax Center
 - AI Planning Center
 - AI Meeting Center
 - Firm Controls
 
 Nitrogen Complete- AI Risk Center
 - AI Research Center
 - AI Planning Center
 - AI Meeting Center
 - Firm Controls
 
*Ask us about exclusive pricing for your broker dealer.
Interested in Enterprise Pricing?
- Risk Tolerance Questionnaire
 - AI Statement Capture
 - Proposal
 - Lead Gen Questionnaire
 - Portfolio Risk
 - Stress Tests
 - Scenarios
 - Heatmaps
 - 401k Retirement Plans
 - Advisor Marketing Kit
 - IPS Report Elements
 
Looking for our base risk experience? Book a demo to ask us about Riskalyze.
- AI-Powered Discovery
 - Security Stats
 - Security Discovery
 - Portfolio Stats
 - Modeled Performance
 - Diversification Analysis
 - Regional Exposure
 - Sector Breakdown
 - Risk/Reward Scatterplot
 - Research Center Report Elements
 
- Client Tax Snapshot
 - AI-Powered Insights
 - Held-Away Asset Detection
 - Visual Tax Bracket Analysis
 - Charitable Giving Insights
 - Capital Gains Analysis
 - Deduction & Credit Breakdown
 
- Smart Meeting Summaries
 - CRM & Calendar Integration
 - Compliance-Ready Notes
 - Editable, Advisor-Formatted
 - Real-Time Capture
 - Native Integrations
 
- Retirement Map & Reporting
 - Income By Source
 - Dynamic Retirement Scenarios
 - Non-Asset Income Deposits
 - Portfolio Income Floor
 - Portfolio Legacy Calculation
 - Probability-Based Longevity Risk
 
What advisors have to say
You can use our ROI calculators to estimate the potential return on investment when using Nitrogen. Whether you’re focused on client retention, engagement, or new client acquisition, our calculators help you understand the financial impact of our tools on your practice. Try the ROI calculators here.
We accept payment via ACH or credit card. In some cases, third party checks from custodians can be applied to your account. Enterprise clients can arrange to pay by ACH push or wire transfer with prior credit approval.
Absolutely. At Nitrogen, the protection of your data is a top priority. For more details, please review our Privacy Policy and Terms of Service.
Yes, Nitrogen is designed with compliance in mind. Our platform exceeds the strictest industry stands, ensuring that your use of Nitrogen aligns with regulatory requirements.
Yes, our pricing and contracts have been designed to help you build a successful business. We’re focused on the long-term and believe that committing to our investment in each other delivers long-term value to your business.
You bet there is! It’s easy and you can do it. Nitrogen invests resources to make sure you get the most value out of the product as you embed it into your process. Check out more at nitrogenwealth.com/training.
Nitrogen’s “Centers” are the way we organize our product features, each focused on specific aspects of your business. For detailed information, please visit each Center’s individual landing page.
Integration time can vary but some singular advisors have been activated in one day! We’ll work with you to get up and running as quickly as possible.
You can bundle our centers if you want to. We understand there is a strong desire to unbundle the bundle. Additionally, firms can now opt for their price to be based on the number of accounts in your data feed, instead of how many users you have. Request pricing for more information.
Yes, discounts are based on various affiliations, such as partnerships, industry groups, and firm. To learn more about potential discounts and to find out if you qualify, please reach out to us for customized pricing information.
Absolutely! We offer personalized demos to show how Nitrogen can meet your firm’s specific needs. Our team will walk you through the platform, answer any questions, and show you how Nitrogen can streamline your practice. To learn more, you can schedule some time here.