Asset-Map Integrates with Nitrogen
Asset-Map seamlessly integrates with Nitrogen to overlay risk scores and analysis across two vital pieces of an advisor's technology solution.
Features Overview
Key Insights
Visualize your client's Target Risk Number and Portfolio Risk Number directly on the interested individual. With the integration, you can click to launch Nitrogen and view their Client Screen or Current Portfolio.
Individual Accounts
View Risk Numbers associated with corresponding accounts found in the household's current portfolio within Nitrogen. Click to launch Nitrogen and view this individual account.
Ease of Use
Quickly and easily create new households or update an existing household with our synchronization tool. The Asset-Map and Nitrogen integration also supports single sign-on, so you can log in without having to enter your credentials.
More Information
This Integration Requires:
Resources:
"The fact that Asset-Map integrates with Riskalyze (now Nitrogen) really helps us use this as a live system. There are very few manual updates needed before annual reviews now. Our clients love it and so do we!"
- Emily B., CFP, AIF from Colorado
