Nitrogen

This month’s Wealth Solutions Report Wealthtech Roundup covers: • JIFFY.ai Launches AI Advisor Companion • Orion AI Survey Highlights Demand As Hamachi.ai Integration Expands Capabilities • SurgeONE.ai To Consolidate Regtech Stack For United Planners Financial Services • eMoney Advisor Adds CoPlanner Feature To Accelerate Planning • Nitrogen Expands AI Capabilities With Nucleus Launch • april Launches AI Tax Platform For Wealth Management • Arch And Bipsync Integrate Private Markets Data Workflows • Jump Expands AI Platform, Appoints Diana Cabrices As Growth Leader • OneVest Rolls Out AI-Native Operating System And Workspace • The Oasis Group Releases An AI Readiness Index • Apex Fintech Solutions Partners With Wavvest On AI Planning • Conquest Planning Previews Compliance-Focused AI Innovation • Envestnet Advances Data And AI Across Platform • WealthFeed Enhances AI Prospecting Capabilities • Altruist Launches Personalized Indexing  https://lnkd.in/ejBQRFJ5 #WealthSolutionsReport #FinancialAdvisors #wealthtech #WealthManagement

🆕 in the Nitrogen Partner Store: BX Partners just launched 12 open-architecture portfolio models. The BX model suite spans four risk levels across three portfolio structures, all developed to dial directly into Nitrogen's risk scoring framework so advisors can demonstrate alignment in real client situations. What makes them stand out: no overlay fees, no SMA fees, no TAMP charges. "𝘞𝘦'𝘳𝘦 𝘯𝘰𝘵 𝘢 𝘮𝘰𝘯𝘦𝘺 𝘮𝘢𝘯𝘢𝘨𝘦𝘳, 𝘸𝘦'𝘳𝘦 𝘢 𝘮𝘰𝘥𝘦𝘭 𝘣𝘶𝘪𝘭𝘥𝘦𝘳," said Craig Cmiel co-founder of BX Partners. "𝘌𝘷𝘦𝘳𝘺𝘵𝘩𝘪𝘯𝘨 𝘸𝘦 𝘣𝘶𝘪𝘭𝘵 𝘧𝘰𝘳 𝘵𝘩𝘦𝘴𝘦 𝘮𝘰𝘥𝘦𝘭𝘴 𝘪𝘴 𝘧𝘰𝘳 𝘵𝘩𝘦 𝘕𝘪𝘵𝘳𝘰𝘨𝘦𝘯 𝘶𝘴𝘦𝘳." Nitrogen users get access to all 12 models directly through the BX tile in the Nitrogen Partner Store. 👉 https://hubs.ly/Q0496Zcy0

- S&P 500 has seen frequent 1% swings this month - Iran dismisses the U.S. ceasefire proposal - WTI crude hovering just below $100 per barrel Your clients are watching the news. Many don’t understand what these moves mean. They just feel uncertainty. The difference between the client who stayed invested in 2008 or 2022… and the one who sold at the bottom? 👉 One panic moment. Advisors who’ve already aligned clients to their Risk Number® don’t get that panic call. Their clients know their plan, understand the risk, and trust the process. That’s how you demonstrate your value as an advisor. #MarketVolatility #FinancialAdvisors #FearlessInvesting

Many of you know him. He’s been a staple of our company since the early Riskalyze days, helping shape the Nitrogen you know today. Over the past several years, he’s served as our Chief Product Officer, driving innovation in the tools you use and love. That’s why we’re so excited to have Justin Boatman step 𝒃𝒂𝒄𝒌 into a marketing leadership role here at Nitrogen 🎉 JBoat brings a rare mix of creativity, execution, and relentless drive to make software better. He’ll play a key role in what comes next in this new era of agentic AI. And as we continue building agentic AI across the platform, there’s no one better to help lead that charge. Join us in congratulating JBoat! 🥂

Nitrogen CEO Dan Zitting joined Jason M. Pereira to talk about how we are evolving from a risk tool into an AI-powered platform and what that means for advisors. There is a lot of noise right now around AI in fintech. Slapping a chatbot onto existing software is not enough. Rethinking how work gets done is where AI will succeed. From meeting prep to investment research to client follow-up, the goal is simple. Turn hours of manual work into minutes. 🎥 Sharing a short clip from the episode below. Full conversation linked in the comments. #WealthManagement #FinancialAdvisors #CrushYourMeetings

Advisorpedia talked with Dan Zitting, CEO of Nitrogen, live at the 2024 Nitrogen Fearless Investing Summit in Denver, Colorado. https://lnkd.in/ggG96u9V

We brought the entire Nitrogen team together today for our companywide Pulse meeting to align on what comes next. It's not surprise that AI was the focus. Not just how fast it’s moving, but how we’re building it to actually do the work for advisors. We’re proud to be the first in #fintech to achieve ISO/IEC 42001 certification. A reflection of how seriously we take building AI with real governance, transparency, and accountability. The wealth management industry is shifting and we’re focused on helping set the standard for what comes next. More to come. 🚀

There’s a new playbook for advisor meetings: less talking, more impact. ⚡️ It’s not about more data, it’s about creating clarity, connection, and moments that actually move clients forward. Watch the interviews here: https://hubs.ly/Q047_W8J0 The best meetings today don’t overwhelm… they resonate. 🎯 #WealthManagement #FinancialAdvisors

'The client meeting is the new battleground in wealth management.' Dan Zitting shares: https://hubs.ly/Q047_Xzy0 Not because advisors are meeting more, but because every meeting has to do more. Clients are expecting: - Personalization - Clarity - 100% Confidence When advice feels disconnected, trust breaks. Winning advisors are turning every meeting into one clear, connected story. That’s where technology (and AI) makes the difference. Not replacing the advisor. Elevating the moment that matters most. #WealthManagement #FinancialAdvisors #ClientExperience

Proposal activity surged in February. But something doesn’t add up... Clients are feeling confident, but advisors aren’t taking more risk. Equity exposure ticked down. Cash levels held steady. Activity jumped. So what are advisors actually prioritizing? We broke it down in this month’s Signals & Shifts ↓