Great Risk Questionnaire technology but watch out for Autopilot license and fund partner program trap
It assists us with assessing clients risk tolerances thru an easily emailed risk questionnaire.
Starting at $395 per month
View PricingOverview
What is Nitrogen Growth Platform?
Nitrogen Growth Platform (formerly Riskalyze) is an investment portfolio management software platform from the company of the same name in Auburn.
Recent Reviews
Reviewer Pros & Cons
Pricing
Entry-level set up fee?
- No setup fee
For the latest information on pricing, visithttps://nitrogenwealth.com/pricing
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Starting price (does not include set up fee)
- $395 per month
Product Details
- About
- Tech Details
What is Nitrogen Growth Platform?
Nitrogen Growth Platform (formerly Riskalyze) is an investment portfolio management software platform
The platform helps users to:
The platform helps users to:
- Manage expectations – Pinpoint an investor’s exact risk tolerance without stereotyping and turn fearful clients into fearless investors.
- Generate leads – Turns a website into a client acquisition machine by leveraging powerful risk analytics to assess the Risk Number® of a prospects’ outside holdings.
- Create ACAT form moments – ACAT forms can get signed faster while portfolio risk is evaluated, and investment recommendations can demonstrate greater alignment.
Nitrogen Growth Platform Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | No |
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Community Insights
TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
- Pros
- Cons
- Recommendations
Risk Assessment: Users appreciate the unique spin on risk assessment and how it quantifies their portfolio to match their risk tolerance. Many reviewers have stated that this makes client conversations easier to conduct, and they love being able to customize the questionnaire to match their clients' portfolios.
Ease of Use: Reviewers consistently praise Riskalyze's ease of use, which has made it an invaluable tool for both internal office staff and clients. It is simple, clean, and very user-friendly. The software also syncs with broker dealer accounts quickly, saving users time in analyzing portfolios.
Customer Support: Several users found Riskalyze's customer support team to be the most helpful thing about the software. They appreciated that financial advisors were knowledgeable and provided various solutions to one problem so that clients could choose a better option. Additionally, many reviewers praised the fast response times from customer support staff who are always willing to assist them quickly.
Slow Loading: Some users have reported the software being slow, with one page taking several minutes to load.
Poor Customer Service: Multiple reviewers have expressed difficulty in canceling their subscription or unexpected billing, along with unhelpful customer support.
Expensive: The service is costly for some users, and they frequently need to purchase add-ins to get the most out of it.
Users appreciate Riskalyze for its effective risk management capabilities. They have found the platform to be reliable in assessing and analyzing risk levels, allowing them to make informed investment decisions. Its robust risk assessment tools provide accurate insights into portfolios, helping users understand potential risks involved.
Additionally, reviewers value Riskalyze for its ability to generate comprehensive reports. The platform offers a wide range of customizable reporting options, allowing users to tailor reports according to their specific needs. This feature enables them to communicate relevant information and data to their clients or trusted advisors, facilitating productive discussions and enhancing collaboration.
Furthermore, customers highly recommend using Riskalyze when working with trusted advisors. The platform's collaborative features facilitate seamless communication between advisors and clients, making it easier to discuss investment strategies, risk tolerance, and financial goals. By leveraging Riskalyze as a shared platform, users can collaborate effectively with their advisors to create personalized investment plans that align with their risk profiles and objectives.
Reviews
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December 29, 2023
Great Risk Questionnaire technology but watch out for Autopilot license and fund partner program trap
Score 6 out of 10
Vetted Review
Verified User
It assists us with assessing clients risk tolerances thru an easily emailed risk questionnaire.
- Risk Questionnaire
- More ethical sales team
- Autopilot trading license is way overpriced
- trading software slow upload times
- Has greatly assisted in the risk questionnaire area
Trading software called Irebal which was part of TD and is now available for free at Schwab is a much superior trading platform than their autopilot which costs $500+ plus per month. Risk questionnaire is moderately priced but is of good value for a practice looking for efficient way of ascertaining clients risk tolerance.