Nitrogen, the leading developer of integrated risk tolerance, proposal generation, investment research, and planning software for advisors, today announced the availability of its Q3 2025 product release. During the launch event, Nitrogen showcased AI Meeting Center along with significant upgrades to Firm Controls, Risk Center, Planning Center, and Research Center—continuing its mission to equip advisors with the tools they need to deliver personalized advice at scale.

“Our mission is to empower the world to invest fearlessly, and that means building technology that removes friction, speeds up workflows, and strengthens client relationships,” said Justin Boatman, Chief Product Officer at Nitrogen. “This release is packed with advisor feedback brought to life, from making meetings more efficient with AI Meeting Center to giving firms deeper visibility into their holdings, risk alignment, and portfolio optimization.”

Highlights from the Q3 2025 Product Launch

AI Meeting Center – A purpose-built, compliant meeting assistant that automatically generates curated, categorized, and editable meeting notes without storing transcripts or recordings. Integrated with Zoom, Google, Microsoft, Salesforce, and Redtail (with Wealthbox coming soon), AI Meeting Center is available at no additional cost for Nitrogen Complete users and as an add-on for other plans. This tool helps advisors save time, reduce administrative burden, and maintain compliance during client meetings.

Firm Controls – Firm Controls redefines firm-wide oversight by seamlessly integrating advisor-defined households from Risk Center into a unified, turnkey dashboard. Designed to eliminate onboarding friction and minimize data inconsistencies, this evolution turns a historically manual implementation process into a fully automated, intelligent integration.

Risk Center – Known for its risk alignment and proposal tools, Risk Center now includes:

• Asset Class Drill-Downs to identify the holdings driving exposure in each category.
• Smart Template Matching for file imports, letting AI detect and map formats automatically, no template selection required.

Planning Center – The platform’s financial planning tool now offers a more flexible interface with collapsible timeline events, making it easier to model client goals and retirement income streams.

Research Center – Nitrogen’s investment analytics and research hub now offers two major enhancements designed to help advisors evaluate and optimize portfolios more efficiently:

• Allocation Optimizer calculates the most efficient portfolio allocations to meet a client’s target Risk Number. Advisors can set parameters, compare solutions, and implement changes instantly and all within the same workspace.
• Sandbox to test adjustments directly within the Stats tab without overriding existing data or leaving the page. Advisors can experiment with changes to an existing Portfolio or Model in real time, making Sandbox a popular tool for fine-tuning portfolio attributes before committing to a proposal.

These updates come at a time when wealth management firms are under pressure to deliver more personalized advice, prove their value to clients, and navigate increasing regulatory scrutiny. AI Meeting Center addresses the industry-wide challenge of meeting administration, freeing up advisor time for higher-value client interactions. Expanded oversight tools like the Holdings Dashboard respond to firms’ need for more transparency and control over portfolio risk.

“Technology that’s built for advisors, not retrofitted from other industries, can directly impact client trust, growth, and retention,” Boatman added. “We believe these capabilities will become table stakes for leading advisory firms in the next few years.”

The Q3 2025 release is available now. Advisors can learn more, view demos, and explore training resources at https://nitrogenwealth.com/request-a-demo/.

ABOUT NITROGEN

Nitrogen has been revolutionizing how financial advisors and wealth management firms engage with their clients since the launch of Riskalyze in 2011. Today, Nitrogen offers an integrated client engagement software platform featuring risk tolerance, proposal generation, investment research, and financial planning tools designed to help firms and financial advisors deliver personalized advice. The company invented the Risk Number®, built on top of a Nobel Prize-winning academic framework, and is the champion of the Fearless Investing Movement — tens of thousands of financial advisors committed to our mission of empowering the world to invest fearlessly. To learn more, visit NitrogenWealth.com.

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