Get started with Wealthbox + Nitrogen
Modern CRM integrated with advanced risk analysis software for the win!
Modern CRM integrated with advanced risk analysis software for the win!
Overview
Nitrogen’s platform provides tools for analyzing investment risk, delivering 401k 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.“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
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