A spotlight of each Fearless Investing Summit is the annual Nitrogen product keynote, and this 12 months’s presentation didn’t disappoint. With over 1,100 in-person attendees and one other 1,000 tuning in on-line, the keynote showcased Nitrogen’s unwavering dedication to innovation and its mission to empower advisors with know-how that builds belief and scales customized recommendation. Serving because the backdrop for Nitrogen’s extremely anticipated fall product launch, the convention featured highly effective classes from NFL legend Emmitt Smith and business thought chief Joe Duran, setting a brand new benchmark for wealth administration. Right here’s a have a look at essentially the most thrilling bulletins from Nitrogen’s product keynote.
A Basis of Belief
CEO Dan Zitting opened the keynote by emphasizing Nitrogen’s mission to function a “Belief Platform” for advisors. “Belief is our business’s most precious asset, and constructing digital experiences that improve belief for advisors is within the DNA of Nitrogen,” Zitting shared. The product updates introduced this 12 months goal to foster extra significant connections between advisors and shoppers, creating instruments that transcend knowledge and effectivity to raise advisor-client relationships.
Highlights from Nitrogen’s Fall Product Launch
Analysis Middle: Fairness Publicity and Portfolio Comparisons, Simplified
Chief Product Officer Justin Boatman revealed new options in Analysis Middle, addressing a few of Nitrogen’s most requested capabilities. Monetary advisors can now use Inventory Intersection to interrupt down the fairness publicity inside funds, offering shoppers with a clearer understanding of portfolio composition. Alongside this, Stats Multiview permits for detailed, side-by-side portfolio comparisons, giving advisors a robust instrument to showcase funding choices and align shopper portfolios with their targets.
“The power as an example underlying fairness publicity and showcase deep portfolio comparisons has been the #1 request from advisors. We’re thrilled to ship these to Analysis Middle,” stated Boatman.
Moreover, advisors can now analyze trailing returns in Discovery, Nitrogen’s intuitive fund screener, and “favourite” securities for sooner proposal creation.
Danger Middle: Driving Conversations with AI-Enhanced Insights
In a robust step ahead for Danger Middle, Nitrogen unveiled AI Assertion Seize, now accessible for beta testing, which leverages synthetic intelligence to transform shopper statements into actionable portfolios in seconds. This instrument streamlines knowledge entry, enabling advisors to have interaction in additional significant discussions with shoppers about their portfolios, slightly than specializing in administrative duties. With new, customizable Examine-ins and the discharge of Nitrogen’s State of Investor Sentiment report, Danger Middle provides advisors larger management over shopper communications and sentiment evaluation.
Planning Middle: Revenue by Supply for Smarter Decumulation Planning
Managing Director Stephanie Walker launched Revenue by Supply, an revolutionary addition to Planning Middle that addresses considered one of advisors’ most-requested options: detailed retirement earnings modeling. Revenue by Supply permits advisors to visually map out decumulation methods and illustrate earnings sources all through retirement. Purchasers can see precisely how their earnings wants can be met, bringing peace of thoughts and a transparent roadmap for his or her retirement.
Advertising Middle: Content material Designed to Delight
Advertising Middle acquired new AI-powered options, together with a library of over 80 pre-built advertising and marketing property that assist advisors improve their shopper engagement. Advisors can entry e mail campaigns, social content material, and finest practices curated from business specialists. Extra updates embody the power to immediately add disclaimers to property, and generate photographs through AI prompts. With Advertising Middle, advisors can effortlessly join with shoppers and keep top-of-mind, boosting retention and shopper satisfaction.
Command Middle: Oversight and Customization for Wealth Administration Companies
For enterprise companies, Nitrogen’s Command Middle now consists of Advisor Filters, Subdomains, and Securities Builder for higher oversight and customization throughout groups. Companies can now filter insights by advisor, handle compliance with household-level danger alignment, and create reusable customized securities with historic efficiency knowledge. Command Middle ensures each workforce, from small RIAs to companies with over 1,000 advisors, can work effectively and keep compliant.
A Imaginative and prescient for the Future
As Dan Zitting famous in his closing remarks, Nitrogen’s innovation journey is much from over. We plan to proceed delivering quarterly updates, with developments in AI, danger analytics, and tax planning integrations on the horizon. With this 12 months’s product keynote, our mission stays dedicated to supporting advisors with revolutionary instruments that drive development and deepen shopper belief.
The subsequent Fearless Investing Summit is ready for October 22-24, 2025, in Denver, Colorado, on the award-winning Hyatt Regency. We’re already wanting ahead to elevating the bar for the tens of 1000’s of advisors across the nation who use Nitrogen.
For extra particulars or to schedule a demo of Nitrogen’s newest options, go to nitrogenwealth.com.
