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October 04, 2023 at 01:49 PM
Nitrogen unveiled platform enhancements at the Fearless Investing Summit in Miami on Tuesday, with highlights including Lead Management software, expected to ship in 2024, that the company said will use artificial intelligence-driven predictive analytics to help advisors turn leads into meetings.
The leads will be provided to advisors from key integration partners that include FMG, Snappy Kraken and White Glove, with two-way sync of customer relationship management solutions from companies including Redtail (acquired by Orion Advisor Solutions last year), Salesforce and Wealthbox.
Nitrogen, which changed its brand name from Riskalyze in May, made clear that it’s targeting the platform updates at solo advisors, ensemble firms, scaling mid-market firms and large wealth management enterprises.
Among the other platform updates announced at Fearless, Firmwide Controls will allow firms to tailor their Nitrogen experience across all their advisors when it comes to setting risk objectives, market assumptions, drift parameters, and to control users and data sharing.
The company’s new Portfolios experience, meanwhile, features the addition of heat maps illustrating risk and reward, tax drag and a new full-screen mode that it said will help advisors more effectively tell their stories.
“All the Portfolios upgrades are available today,” Nitrogen CEO Aaron Klein told reporters at a briefing during the event Tuesday. He added that a “refreshed” version of Reports will be “arriving alongside the brand new” Report Builder that allows advisors to mix and match report elements in the order they choose and build one-click templates for easy report generation.
They will ship through this last quarter of 2023 because it “takes time for printed reports to go through” Financial Industry Regulatory Authority and enterprise firm review and get released, he said.
