Nitrogen

Help your clients retire fearlessly with Retirement Income by Source! You can now show them exactly where their retirement income will come from — whether it’s Social Security, pensions, annuities, or other accounts. With just a tap, give clients a dynamic, visual roadmap that shows how they’ll meet their income needs, even in real-time as life events change. Make retirement planning clear, reassuring, and empowering. 📊 https://hubs.ly/Q02WVc1J0

Marketing Center is packed with ready-made email campaigns to help advisors address market volatility, the election, and more with confidence. From client reassurance to prospect engagement, our turnkey content lets you communicate effectively during any scenario. 🏆

Two weeks ago, over 2,000 attendees joined us at the Fearless Investing Summit for an unforgettable Nitrogen keynote. From AI-powered statement capture to a suite of platform upgrades, we showcased our commitment to empowering wealth management firms with the best in advisor technology. Missed it? Catch up on all the exciting announcements here ➡️ https://hubs.ly/Q02WT-c60

We’re thrilled to be sponsoring this year's #AdviceTechLIVE virtual showcase taking place November 12-13. We’ll be demonstrating our latest product innovations on the main stage. Click this link to register for FREE: https://hubs.ly/Q02WD2Ch0

Join Nitrogen and EncorEstate Plans on Nov 6 at 2PM ET for a fireside chat with Yohance Harrison BFA™, CRPC® on how to confidently guide clients through both financial and physical losses—turning these into long-term estate planning wins. Take away practical advice on how to: ✔️ Guide tough conversations on financial and legacy risks ✔️ Transform physical losses into estate planning opportunities ✔️ Leverage tools like Nitrogen and EncorEstate Plans to streamline estate planning and financial risk modeling RSVP here 👉 https://hubs.ly/Q02WlR250

Even our Customer Support team isn’t afraid of monsters! 👻🎃 When advisor Matthew reached out for help (including his 4-year-old’s fear of monsters), our fearless team member Scott knew exactly what to do—introducing the legendary “Monster Spray.” Check out the full story on how we’re supporting advisors in all challenges—big, small, and even spooky. https://hubs.ly/Q02WclQK0

We’re honored to support Kinnect Advisors as they use the Risk Number to empower clients to understand and react to risk appropriately. Successful long-term financial outcomes are built by investors making one good short term decision at a time, and that only happens when great financial professionals equip them to do so. Congratulations, Brian and team! 🎉

What does winning look like with Nitrogen? Here’s a sneak peek. 🎉 From doubled new appointments and 10x prospect growth to streamlined tech spend and improved close rates—we can't wait to celebrate with you.

We're excited to be in Chicago this week for the Raymond James Empower Conference🎉 Be sure to stop by booth 329 to give us a visit!

That's a wrap for this year's Fearless Investing Summit! 🚀 A huge THANK YOU to all our attendees, speakers, sponsors, and the entire wealth management community for making this event such a success. We can't wait to see you in Denver, Colorado, October 22-24, 2025! #FISummit