Nitrogen

🎉 Exciting news! We’re honored to announce that Nitrogen has been awarded Best SaaS for Wealth Management Firms - USA 2024 by the PAN Finance Awards! 🏆 This recognition reflects our relentless commitment to empowering financial advisors and wealth management firms with cutting-edge, data-driven solutions that fuel growth and deepen client engagement. Thank you to our incredible team and partners who made this possible. 2025 is shaping up to be even more exciting—stay tuned for what’s next!

A recent FINRA Foundation study found that while 80% of consumers understand basic investment risk, only 55% can identify risk mitigation strategies like diversification. This gap leaves many portfolios misaligned with clients’ goals—and financial advisors are left to bridge the divide. That’s where Nitrogen comes in. With industry leading tools like the Risk Number® and Stress Tests, we empower advisors to: ✅ Simplify complex risk concepts for clients. ✅ Address fears of loss with clear, actionable insights. ✅ Align portfolios with true risk tolerance, down to the security level. Learn more about how we bridge the gap and empower advisors here: https://hubs.ly/Q02_vR7w0

2025 is almost here—are you ready? Discover the trends shaping the industry and learn how to: ✅ Educate and empower your clients ✅ Deliver personalized, high-touch experiences ✅ Expand your services for holistic value ✅ Stay ahead with the right tech tools 🔎 Read more: https://hubs.ly/Q02-C17H0

Your 2024 Nitrogen Wrapped is here 💜 See all the details here: https://lnkd.in/ev9xAkj5

The wealth management industry stands at a crossroads: $80 trillion in assets transferring generations, AI reshaping traditional models, and client expectations evolving rapidly. At Nitrogen's 2024 Fearless Investing Summit, industry leaders tackled these challenges head-on. Key insights: - Firms embracing AI are achieving 20% organic growth vs 2-3% industry average - 75% of next-gen clients prefer digital-first engagement - Women will soon control $30T in assets - Compliance departments could automate 95% of routine tasks through AI But the message was clear: while technology transforms operations, human connection remains irreplaceable. Full recap here: https://wp.me/pdTAz8-5Fi #WealthManagement #FinTech #AI"

Congratulations to our own Dan Bolton, VP of Corporate Marketing, on being named a Luminaries 2024 Next-Gen Rising Star by ThinkAdvisor!

⏳ Only 1 week to go! Don’t miss this opportunity to level up your marketing in 2025. Join Diana Cabrices and Dan Bolton for a FREE masterclass on the 7 Marketing Strategies Advisors Can’t Afford to Miss in 2025. 📅 When: Thursday, December 19, 2024 ⏰ Time: 1 PM EST What You’ll Learn: ✅ Proven strategies to attract your ideal clients & grow your practice ✅ How to craft personalized campaigns that scale ✅ Ways to leverage tech & data to boost ROI Bonus: All attendees receive a our 2025 Advisor Marketing Guide! Save your seat now: https://hubs.ly/Q02-fBcn0

🎯 “What’s Your Risk Number?” Discover how inSOURCE Financial Advisors transformed client conversations with Nitrogen. By visualizing portfolio risk and simplifying complex concepts, they’re empowering clients to invest confidently—one conversation at a time.

Our CMO & Head of Inside Sales, Craig Clark, joined The Rally Call podcast to share his proven playbook for aligning sales and marketing teams, driving pipeline, and fostering accountability. 🚀 Craig dives into strategies for: ✅ Building seamless sales & marketing partnerships ✅ Driving measurable results ✅ Creating a culture of collaboration Whether you’re a seasoned marketing leader or stepping into management for the first time, this episode is packed with actionable insights. 🎧 Tune in now: https://lnkd.in/epubgVZc

Did your favorite Nitrogen article of 2024 make the list? 👀 We’ve rounded up the top 10 most popular reads among financial advisors this year, including: 💜 Client appreciation tips 🚀 Optimizing your digital presence ✍️ The ultimate tax prep checklist Find out which blog claimed the #1 spot 👉https://hubs.ly/Q02-WYwW0