Live Webinar
Integration Demos
Turning Risk and Portfolio Insights Into New Business Opportunities with AI
Tuesday, November 3, 2026 @ 2:00 PM ET
PRESENTED BY
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ABOUT THIS WEBINAR
Wealthbox and Nitrogen are bringing client risk profiles, portfolio information, and retirement planning insights directly into the Wealthbox AI Assistant, helping advisors uncover planning opportunities, strengthen client relationships, and drive new business.
Join Wealthbox and Nitrogen for a live webinar showcasing the enhanced integration. See how advisors can use natural language to access client risk scores, explore portfolio alignment, review retirement planning scenarios, and identify opportunities for proactive outreach and business growth.
Join Wealthbox and Nitrogen for a live webinar showcasing the enhanced integration. See how advisors can use natural language to access client risk scores, explore portfolio alignment, review retirement planning scenarios, and identify opportunities for proactive outreach and business growth.
WHAT WE'LL COVER
- 1 Accessing client risk scores, portfolio information, and model details through the Wealthbox AI Assistant.
- 2 Comparing client risk tolerance with portfolio risk to uncover planning opportunities and initiate new conversations.
- 3 Exploring retirement planning insights and scenarios using Nitrogen’s Nucleus AI Agent.
- 4 Leveraging client and portfolio insights to identify new business opportunities, drive prospect conversations, and grow their practice.
SPEAKERS
Mike Betz
Director of Strategic Partnership Programs
Nitrogen
Chris Kopanski
Head of Customer Education
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.”
