Sales Enablement Risk Tolerance

Nitrogen Wealth

Auburn CA

WTIS Score

8.74

Rating

EZRA Group rating badge

External Links and Company Info

Buyer Fit

Target firm types

  • Wealth Management Firms
  • RIAs
  • Brokers-Dealers

Target firm size

  • Enterprise
  • Mid-Size
  • Small

Product Description

Product Positioning
Risk alignment and proposal platform that quantifies client risk tolerance and supports investment recommendations.
Description
Nitrogen provides risk assessment questionnaires and portfolio risk scoring tools enabling advisors to align client portfolios with stated risk tolerance and support proposal and presentation workflows.

Integrations

Nitrogen Wealth has 41 integrations in our directory

Search below to find what you're looking for

Use the search above to find specific integrations

APIs and Security

Security checks

Periodic SOC certification, Periodic Penetration Testing (aka PEN tests), ISO 27001 certification, Other

Public APIs

Yes - Our APIs allow other developers to 'GET' and 'POST' information to our application.

API authentication

OAuth, SAML 2.0, HTTPS

Data refreshed live via API

Yes

Developer portal exists

Yes

Developer portal URL

http://nitrogenwealth.com/api

Developer portal features

Built with an API platform such as Postman, WSO2, Swagger, etc.?, Provides examples of successful and unsuccessful API calls, Provides the real time status of (up/down) of each API?

Developer sandbox URL

Yes

Warning!

You are changing the category of the product application.

Changing an applications category can recalculate scores for all products of the “new category” and “old category” if the product becomes the highest number of integrations with key apps and non-key apps. Please proceed with caution in making changes to the application category. The updated calculations take effect after you submit changes of the form.