Nitrogen

More than risk. More than planning. One connected platform. Our partnership with Osaic just got even stronger! With Nitrogen's entire product suite now approved for Osaic advisors, they can take advantage of more tools and capabilities than ever before. 📊 Align portfolios with clients' Risk Number®. 💰 Uncover tax planning opportunities with Tax Center. 🛡️ Start meaningful protection conversations with Insurance Center and Coverage Number™. 🤖 Put AI to work with Nucleus. And that's just the beginning. Building on our existing partnership, this expanded approval gives Osaic advisors more ways to streamline their workflows, strengthen client relationships, and grow their practices. 👉 See what's now available to Osaic advisors: hubs.ly/Q04DwzQm0 #Nitrogen #Osaic #FinancialAdvisors

Almost time. 🚀 Nucleus upgrades. AI integrations. Tax + Insurance Center. The 2027 Advisor. See it all at Nitrogen's Fall Product Launch. Nov. 10 | 2 PM ET 🔗 hubs.ly/Q04BQLdG0

🚀 BIG NEWS: Nitrogen and Osaic are taking our partnership to the next level! We're excited to announce an expansion of our existing partnership with Osaic, bringing Nitrogen's entire product suite, including all Nucleus AI capabilities, to nearly 10,000 financial advisors. With all Nitrogen features now approved for Osaic advisors, they have even more powerful tools to streamline workflows, uncover new opportunities, and deliver exceptional client experiences. This expansion marks an exciting milestone in our shared commitment to making connected, intelligent technology more accessible to financial advisors. Thank you to the Osaic team for their continued partnership. We're excited for what's ahead! 🔗 Read the full announcement: hubs.ly/Q04DjHK70 #Nitrogen #Osaic #WealthTech

Nitrogen’s Coverage Number™ is helping advisors start more meaningful insurance conversations. Hear from our CMO, Justin Boatman, on how we're combining AI-powered innovation with responsible guardrails to help advisors better serve their clients. Read the full interview: hubs.ly/Q04D7kcB0

Meet the 2027 Advisor. 🚀 Smarter AI. Connected workflows. More time for clients. We're debuting our vision for the future of advice on Nov. 10. 🔗 hubs.ly/Q04BQLdF0

From client “yes” to the next step. 🤝 Nucleus™ Account Opening helps advisors initiate and track new Schwab accounts within Nitrogen, with less manual work and advisors in control. See how: hubs.ly/Q04CX9wt0

Big upgrades are coming. 👀 📊 Tax Scenarios Multiview 💡 Smarter Roth planning 🏠 Household insurance assessments See what's new at our Fall Product Launch, Nov. 10. 🔗 hubs.ly/Q04BQLF90

The Fearless Investing Summit made the list again! Thanks to @MichaelKitces and the Kitces team for naming the 2027 Fearless Investing Summit a top advisor conference! Palm Springs, here we come! ☀️ 🎟️ Register now before early bird pricing ends: hubs.ly/Q04Cvxyf0

Give Nucleus a goal. Let it build the plan. Smarter workflows, more client context, and deeper access across Nitrogen. See the next evolution of Nucleus on Nov. 10. 🔗 hubs.ly/Q04BQLCF0

🏆 Nitrogen wins Best Innovation in Portfolio Analytics & Risk Management at the 2026 Datos Insights Wealth Management Impact Awards! Proud to keep pushing what's possible for financial advisors. 👏 hubs.ly/Q04CclGc0

Your AI tools. Your client data. Connected. See how Nitrogen is expanding into Claude, ChatGPT, Slack, Teams + more. Fall Product Launch | Nov. 10 🔗 hubs.ly/Q04BQLKB0

Nitrogen is going EVERYWHERE. 🚀 Smarter AI. Major integrations. Big upgrades to Tax + Insurance Center. See it all at our Fall Product Launch, Nov. 10 at 2 PM ET. Register: hubs.ly/Q04BQLK80

Nitrogen MCP is now officially approved in ChatGPT's plugin marketplace; connect Nitrogen directly to ChatGPT with a one-click install. Nitrogen. Everywhere. 🚀 Explore Nitrogen MCP in ChatGPT today: hubs.ly/Q04Bqs9-0

Year-end is approaching. Are you making the most of your clients' tax planning opportunities? 📅 ⚫ Register: hubs.ly/Q04BctKG0 Join tax planning expert Steven Jarvis, CPA of Retirement Tax Services and Chris Quandt of Nitrogen for a conversation on the tax strategies advisors should be discussing with clients before December 31, and how to turn tax insights into more valuable client conversations. #FinancialAdvisors #TaxPlanning #CrushYourMeetings

🚨 Join us TODAY @ 2pm ET! Nitrogen and TrueShares are exploring autocallable ETFs and a new approach to structured income. Join Mike and Brian for a conversation on what advisors need to know about these strategies and how they fit into client portfolios. 🔗 Save your spot: hubs.ly/Q04zCD3D0

Claude, meet Nitrogen. With Nitrogen’s MCP connection, advisors can connect Claude directly to their Nitrogen account and get work done using simple, natural language. Build a portfolio. Run analysis. Prep for a client meeting. And more. Your favorite AI assistant 🤝 your Nitrogen workflows. See how it works: hubs.ly/Q04ztKfG0

AI can deliver an answer in seconds. But that doesn’t mean it’s always the right one. Our CTO, Jesse Rosato, recently spoke with Financial Advisor IQ about the reality of AI chatbots in financial advice, including the critical role advisors play in catching errors and adding the context technology can’t. As AI becomes more embedded in the advisor tech stack, human judgment and oversight remain essential. Check out the full article: hubs.ly/Q04zmGnN0

Riskalyze → Nitrogen → ... 🚀 There’s a lot of history between Aaron Klein and Dan Zitting, which makes this episode of Contio’s Beyond the Meeting especially fun. Dan and Aaron look back at Nitrogen’s evolution, including a candid conversation about the timing of the Nitrogen rebrand, and dig into how our product philosophy continues to change as AI reshapes advisor tech stacks. One idea at the center of the conversation: the software should do the rote work so advisors can spend more time on the conversation. Read the highlights or catch the full episode 👇 📝 Read: contio.ai/blog/dan-zitting-n… 🎧 Listen: hubs.ly/Q04xZHMK0 🎥 Watch: hubs.ly/Q04xZHDN0 #NitrogenWealth #WealthTech #AI #FinancialAdvisors

When AI started changing the way people work, Nitrogen CEO @danzitting decided to go first. Rather than simply asking the team to "adopt AI", Dan spent a week figuring out how to use it to run his own workday. Then he brought what he learned back to the team. That experience helped shape an approach to AI that’s focused on removing rote work, connecting the dots faster, and giving people more time for the work that actually requires a human. Dan joined Aaron Klein on Contio’s Beyond the Meeting pod to talk about his journey, the future of AI in #WealthManagement, leadership, and plenty more. 🎥 Watch the full conversation: hubs.ly/Q04xZH5J0 #ArtificialIntelligence #WealthTech #FinancialAdvisors

🔴 We’re going live in 30 minutes! Click to Join ⤵️ hubs.ly/Q04y3l5z0 Join us for Simplifying Structured Investments: A New Income Playbook for Fixed Income Portfolios. See you there 👋