Nitrogen

💖 This Valentine’s Day, show your clients some real love—with a portfolio that truly aligns with their goals! 💖 Book a complimentary portfolio review and one of our Nitrogen experts will guide you through: 💔 Hidden misalignment with goals & risk tolerance 📉 How a portfolio might perform in a downturn 💡 Insights to win & retain clients long-term Because when it comes to investing, compatibility matters. 💕 Book your review today! ⬇️ https://hubs.ly/Q036PwZM0

🚀 Big News: Our First Quarterly Product Release Event of 2025 is Tomorrow! Join us as we unveil powerful updates designed to streamline your workflow and boost efficiency. 🔥 The highlight? A live demo of AI Statement Capture—see it in action for the first time! Here’s what else you can expect: ✔️ Effortless Reporting – Generate, attach, and email reports with ease. ✔️ Simplified Management – Administrator-friendly upgrades for seamless platform control. ✔️ Enhanced Features – Exciting updates to Bonds and Stats Multiview you won’t want to miss! Don’t miss out—register now! Can't join live? No worries—we’ll send you the recording. Register Here: https://hubs.ly/Q03624g00

We’re thrilled to welcome Rachel Cameron as our new Head of Partnerships at Nitrogen! 🎉 Rachel brings nearly two decades of financial services experience, having held key leadership roles at SS&C Black Diamond Wealth Platform and DPL Financial Partners. Her expertise in driving strategic growth and building impactful industry relationships makes her a perfect fit for our mission of empowering advisors. At Nitrogen, Rachel will lead our industry partnership strategy, strengthening collaborations with wealth management firms, technology providers, asset managers, and more. She’ll also play a pivotal role in shaping the Fearless Investing Summit, creating an unforgettable experience for advisors and sponsors. “Nitrogen’s focus on empowering advisors to deliver better client outcomes is incredibly inspiring,” says Rachel. “I look forward to building partnerships that extend our mission and drive value for advisors and their clients.” Rachel is already hitting the ground running at Orion Ascent 2025 in Orlando, Florida this week—so if you’re there, be sure to say hello! Join us in welcoming Rachel to the Nitrogen team! https://lnkd.in/e4QVUJpp

The Nitrogen team is gearing up for an exciting week at Orion Ascent! Visit us at Kiosk #10 to learn more or just say hi! #orionascent

Kickstart 2025 with clear goals! 🎯 In our latest blog, we share 5 key priorities for financial advisors to thrive in the year ahead—growth, innovation, risk management, learning, and security. Read the full roadmap to success 👉https://hubs.ly/Q0315g3l0

📊 2024: A Year of Transformation in Wealth Management As we wrap up 2024, let’s take a look back at the biggest stories that shaped our industry this year. From groundbreaking mergers and AI innovations to shifts in client demographics and SEC crackdowns, it’s been a year of major change. Discover the Top 10 Wealth Management News Stories of 2024 and see how they’ll influence our industry moving forward. ➡️ https://hubs.ly/Q02Z2TT80

🎉 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