Overview
Nitrogen is a leader in AI-enabled, client-facing software for financial advisors. Its integrated platform combines risk alignment, investment planning, tax planning, retirement planning, and proposal generation, helping advisors deliver smarter, more engaging meetings that can win business and build lasting client confidence.
Trusted by over 30,000 advisors, Nitrogen’s technology is built to be seen, enabling advisors to swivel their monitor and guide clients through clear, visual insights that keep them invested in their advisor, fearlessly.
The information sent to Nitrogen includes:
- Account information
- Positions
Enabling the integration
You can set up this integration for your firm by taking the following steps:
- Log in to your advisor dashboard and navigate to Settings > Integrations.
- Select Blueleaf from the list and click Connect to Nitrogen
- You will see confirmation that the integration has been enabled. Data will be sent to Nitrogen within one business day.
- Once the data release is confirmed, Nitrogen will complete the final configuration and make the integration available in the application within one additional business day.
For more information on how to use this integration in Nitrogen, see this help article.
