Integrations /Risk Analysis

Get started with Wealthbox + Nitrogen

Modern CRM integrated with advanced risk analysis software for the win!

Overview

Nitrogen’s platform provides tools for analyzing investment risk, delivering 401 plans, and building and implementing investment portfolios. The integration with Wealthbox allows users to view Nitrogen client information in Wealthbox and access Nitrogen in one click.

Nitrogen data is shown on the Contact Record in Wealthbox.Nitrogen data is shown on the Contact Record in Wealthbox.


“Simplicity in the relationship management experience of Wealthbox combined with the fearlessness in the investing experience made possible by Nitrogen is a big win for advisors and their clients.”

Steve Carroll

Head of Product at Wealthbox

Get started with Wealthbox + Nitrogen

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