INTEGRATE RETIREMENT ANALYZER WITH NITROGEN
Nitrogen + Retirement Analyzer
The integration between Nitrogen and Retirement Analyzer allows you to import clients, pull in accounts, view the holdings, and view the Risk Number making it simple to share client information between the two platforms.
Start with the power of Risk Alignment…
With the Retirement Analyzer integration, you can seamlessly sync clients, portfolios, and the Risk Number across both platforms making it easy to tap into sophisticated analytics of holdings, accounts, and portfolios.
…and build the perfect financial strategy in Retirement Analyzer.
Once clients know their Risk Number and have bought into their strategy, they’re ready for interactive and collaborative financial planning. Give them visibility into that plan, including their Risk Number and Portfolio Risk, right inside of Retirement Analyzer.
Integration includes:
- Link existing Nitrogen clients to an existing Retirement Analyzer client.
- Sync client accounts and proposals from Nitrogen into Retirement Analyzer.
- View the Risk Number, asset allocation breakdown, and account holdings from Nitrogen directly in Retirement Analyzer.
Learn More
To learn more about using the Nitrogen and Retirement Analyzer integration, visit our knowledge base article.
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