We’re all the time in search of new methods to serve the advisors who’re a part of the Fearless Investing motion, equipping you with new methods to realize sustainable development in your agency. With that mission in thoughts, we lately shared some thrilling updates to the Nitrogen Platform that additional emphasize our dedication to delivering subtle, growth-focused options, particularly for our Ignite and Final customers.
Click on Right here to Learn the Full Press Launch
In case you missed the announcement, right here’s every part that you must know!
1 – Studies Builder is right here
Studies Builder is your go-to interface the place assembling studies isn’t simply intuitive, it’s highly effective and versatile. Gone are the times of overwhelming buyers with a 50-page report they’ll by no means learn. Now you’ll be able to illustrate your experience on paper so you’ll be able to suggest the correct quantity of danger and empower fearless investing along with your purchasers and prospects.
Studies Builder comes with a library of components by which you’ll inform your finest tales. Combine, match, and customise studies in a approach that treats purchasers as people and offers them simply what they want, proper after they want it.
Studies Builder is now accessible in a restricted beta program and might be accessible to all customers (on all plans) in just a few weeks.
Associated: How Nitrogen Boosts Retention for RIA Companies
2 – Subdomains in Command Heart
Command Heart is the firmwide software that helps monitor your agency’s development, retention, and proposal course of throughout your total ebook of enterprise. It permits you to sync your companies knowledge and have a dynamic view into which accounts are aligned (or misaligned) with their Threat Quantity®.
For customers on Nitrogen Final, subdomains permit agency leaders to create hierarchical entry techniques throughout the platform. Now, you’ll unlock a extra nuanced and safe division between your main executives executives and subdomain executives.
For instance, let’s say you’re a chief compliance officer and established as a the first government throughout the platform. You’d have entry to view exercise throughout all agency workplaces, whereas another person who’s a regional director might be designated as a subdomain government with entry restricted to their very own particular areas.
Associated: 8 Elements to Contemplate When Choosing a Wealth Administration Platform for Development
3 – Advisor Filtering within the Insights Dashboard
The Insights Dashboard has all the time allowed companies to measure the expansion and danger throughout their total ebook of enterprise. However now, the Insights dashboard could be filtered to view the efficiency on the total agency degree and on the particular person advisor degree.
By gaining the flexibility to extract details about particular person advisors, leaders can assess invaluable efficiency insights that can drive strategic decision-making for the agency.
4 – Gained With Nitrogen™
Gained With Nitrogen™, a proprietary metric, is designed to quantify and spotlight Nitrogen’s direct impression in your agency’s asset acquisition.
By leveraging knowledge mechanically built-in into every shopper profile, Gained With Nitrogen™ empowers companies to extra precisely monitor and analyze development that begins with serving to prospects discover and perceive their Threat.
Associated: Study How Advisors Use Nitrogen to Develop Their Enterprise With out Sacrificing Consumer Service
5 – Model Colours in Command Heart
Studies in Nitrogen are designed to showcase your agency’s emblem and model. With our Ignite and Final plans, you’ll be able to configure your main and secondary model colours to movement by all the report components to make every report really feel prefer it was custom-built for your online business.
Please observe that Command Heart is an unique characteristic for Nitrogen Ignite and Final customers.
Be part of Us at This Yr’s Fearless Investing Summit
This 12 months, we’re excited to announce the Fearless Investing Summit has been named “The High Advisor Advertising and marketing Convention of 2024” by Kitces.com, and we’re excited to deliver collectively over 1,000 advisors and agency leaders collectively for an unforgettable expertise filled with unimaginable insights and actionable takeaways.
Our 2024 Fearless Investing Summit is going on October 23-25 in stunning Nashville, Tennessee. This 12 months’s top-notch lineup of audio system contains Samantha Russell, chief evangelist at FMG Suite; Christine Simone, co-founder and chief government officer at Caribou; Pleasure Lere, co-founder at Shaping Wealth; and Matt Halloran, co-founder and chief relationship officer at ProudMouth, and 80 different unimaginable business leaders.
It’s not too early to register now for the business’s main occasion of the 12 months.
Wish to expertise the Nitrogen platform your self? Get pleasure from an interactive tour of Nitrogen right this moment.
