Knowledge Base

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What does the Nitrogen integration include?

Wealthbox Support
Wealthbox Support
  • Updated

Nitrogen’s platform provides tools for analyzing investment risk, delivering 401k plans, and building and implementing investment portfolios. The Nitrogen integration with Wealthbox offers advisors a practical way to bring risk and portfolio information into meeting preparation and ongoing client management.

 

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Users can use Wealthbox’s Nitrogen AI Connector to bring client risk, retirement, and portfolio information into the Wealthbox AI Assistant and Agents. Before a review meeting, an advisor can ask the AI Assistant to prepare a risk brief that brings together available client information from Nitrogen, including risk scores, portfolio details, and questionnaire status.


Additionally, the integration with Wealthbox allows users to view Nitrogen risk information on the Wealthbox contact record. The user can launch directly into Nitrogen via single sign-on from Wealthbox.

Riskalyze data is shown on the Contact Record in Wealthbox.

The first time you use the Wealthbox integration, you will need to connect your Wealthbox and Nitrogen accounts. For instructions, click here.

 

Troubleshooting & FAQs

Q: What information from Nitrogen is visible in Wealthbox?
A: You can view Nitrogen client portfolios, retirement details, and Risk Numbers directly on the Wealthbox Contact Record page, along with one-click access to the full Nitrogen client profile.