Nitrogen (formerly Riskalyze), the software company revolutionizing how wealth management firms scale the delivery of personalized advice, today announced the availability of Nitrogen for Asset Managers. The offering makes an asset manager’s products visible, credible, and proposable within Nitrogen’s industry-leading risk tolerance, investment analytics, and proposal generation advisor workflow. It also delivers a suite of reporting on product adoption, competitive positioning and advisor behavior, offering valuable insights to inform distribution strategy. More than twenty leading firms already use the product to drive growth and market intelligence.
“Getting an advisor’s attention and educating them on the client value of funds, strategies, and models has never in history been so challenging for asset managers,” said Dan Zitting, CEO of Nitrogen. “Nitrogen for Asset Managers solves this challenge by delivering an incredible platform for product visibility, large-scale advisor education, and taking direct action with clients, proposing investments. We are the largest non-custodian advisor network in wealth tech, and that, combined with our expertise in analytics, delivers intelligence into advisor behavior and competitive positioning that is quite unique.”
Nitrogen for Asset Managers gives firms comprehensive access to Nitrogen’s ecosystem, from dedicated Partner Store presence to Risk Number® scoring across their entire product suite. Beyond product placement, asset managers receive integrated field marketing and promotional support, Nitrogen advisor software licensing, and access to a suite of reports that deliver insights into advisor engagement, wallet share opportunities, and competitive positioning.
“Partnering with Nitrogen amplifies our ability to connect with advisors in a meaningful way,” said David Lovell, Managing Director – Head of Marketing at Swan Global. “Nitrogen doesn’t just offer exposure; it provides the risk alignment tools and data insights that help us effectively demonstrate the value of Swan Global Investments’ strategies and funds to advisors and, critically, to their clients.”
Nitrogen for Asset Managers represents a product distilled from the feedback of more than twenty asset management firms already partnered with Nitrogen for distribution. The platform offers tiered service levels to meet varying asset manager needs, from core product adoption analytics to comprehensive distribution support. It provides asset managers with unprecedented visibility into their distribution effectiveness through comprehensive analytics, including:
Product Penetration Metrics:
- Total platform assets and shares
- Number of advisors holding products
- Average assets per advisor
- Wallet share analysis and growth opportunities
- Model subscriber metrics
Engagement Analytics:
- Proposal generation and concentration rates
- Advisor proposal patterns and trends
- Product allocation analysis
- Model subscription tracking
- Competitive positioning data
Monthly Trend Analysis:
- Asset and share growth trajectories
- Advisor adoption patterns
- Wallet share evolution
- Proposal volume and concentration
- Product-specific performance metrics
- Competitive intelligence and benchmarking
Nitrogen for Asset Managers is available now in multiple tiers to accommodate unique marketing and distribution strategies.
Visit nitrogenwealth.com/asset-managers for more information.
ABOUT NITROGEN
Nitrogen has been revolutionizing how financial advisors and wealth management firms engage with their clients since the launch of Riskalyze in 2011. Today, Nitrogen offers an integrated client engagement software platform featuring risk tolerance, proposal generation, investment research, and financial planning tools designed to help firms and financial advisors deliver personalized advice. The company invented the Risk Number®, built on top of a Nobel Prize-winning academic framework, and is the champion of the Fearless Investing Movement — tens of thousands of financial advisors committed to our mission of empowering the world to invest fearlessly. To learn more, visit NitrogenWealth.com.
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