Riskalyze

"Advisor and Client Friendly"

What do you like best about Nitrogen? Designing portfolios to match risk scores. The risk number questionnaire is phenomenal. What do you dislike about Nitrogen? Does not allow for shared access to retirement plans. What problems is Nitrogen solving and how is that benefiting you? It helps assess a client's current portfolio risk score and ensure their desired risk score is aligned with their portfolio. It also scorecards our model portfolios so they fit a desired risk target and GPA score.

"It is an excellent tool to help clients during periods of market turbulence."

What do you like best about Nitrogen? Before using Nitrogen, clients did not understand that markets have two sides that go up and down. This tool is well thought out and allows clients to have a quick view of their portfolio versus their risk profile. One of the functions that has protected us the most as an investment advisory firm is that the client signs an investment policy where everything is clearly explained. They have an excelent. In addition to this, they have a wonderful customer ...

"A Key Piece of My Tech Stack"

What do you like best about Nitrogen? I love that I can easily walk a client through the current risk of their portfolio and the recommended changes. The stress-test feature is also very useful. The best aspect for me is the rebalancing. It is easy to use their models, create your own, and trade on your preferred platform. It saves valuable time. I have been an early adopter and it would take quite a bit for me to look at another resource. The customer support is efficient and effective as ...

"Great for client conversations!"

What do you like best about Nitrogen? First and foremost, it's a great risk analysis tool. It helps clients understand portfolio risk and normal performance ranges during market volatility. Additionally, the portfolio analytics, statistics, stress tests, research functionality and more are extremely helpful and robust. What do you dislike about Nitrogen? Can't think of much that doesn't work well, and they're always looking to add more functionality and improve the software. What problems ...

"A Must for Financial Planners"

What do you like best about Nitrogen? I love Nitrogen's holistic approach to working with clients. Investment analysis, retirement planning, client check-ins, and many other features make a long list of things I love about the software. It is a requirement that we run client information through Nitrogen when we begin our client onboarding process. What do you dislike about Nitrogen? The ONLY thing I can say I dislike about Nitrogen is that some individual bond positions or CD holdings of ...

"Easy to use and clients love it."

What do you like best about Nitrogen? Easy to use. Quick to set up new clients & prospects. Folks love the visual retirement map illustrations and abilty to see how changing variables effects the long-term picture real-time. What do you dislike about Nitrogen? It is getting a little pricey. We'll have to try and use it more to justify the increasing expense. What problems is Nitrogen solving and how is that benefiting you? Risk analysis, stress testing and retirement mapping. Clients ...

"A must have for Advisors!"

What do you like best about Nitrogen? It helps take the complex and break it down into the simple (risk score) to be able to help clients understand their investments. What do you dislike about Nitrogen? Been using this product for sometime and don't have anything I dislike about it. Great product and great people! What problems is Nitrogen solving and how is that benefiting you? Helping me communicate to my clients the overall risk of their portfolio in simplistic terms and then taking it ...

"Excellent!"

What do you like best about Nitrogen? I like the simplicity and yet the complexity of how a Risk Score is calculated and utilized to assist clients in understanding their current and ideal risk. What do you dislike about Nitrogen? While I understand the pricing and value compared to competitors, it is a bit pricey. What problems is Nitrogen solving and how is that benefiting you? It is assisting me in aiding my clients with the appropriate amounts of risk for their situaton. It saves me ...

"Great Account Analysis Tool"

What do you like best about Nitrogen? Super easy to use- allows me to analyze and grade prospects and clients portfolios. I use it with all my clients. It changes the conversation from just performance and asset allocation and helps me better explain to clients the risk they are taking. What do you dislike about Nitrogen? It is a little slow sometimes. I wish it would process faster. What problems is Nitrogen solving and how is that benefiting you? Client conversations have changed or at ...

"We have used Riskalyze (Notrogen) for years"

What do you like best about Nitrogen? Easily creates understandable client/prospect presentations. Great tool in making informed data driven choices for portfolio positions. What do you dislike about Nitrogen? Some features load really slowly, not helpful in fixing the issue. What problems is Nitrogen solving and how is that benefiting you? Data driven approach to portfolio management