Nitrogen and Advyzon Forge Partnership to Deliver Integrated WealthTech Solutions for Boutique RIAs
In a move set to redefine advisor efficiency and client service, Nitrogen, a leading provider of integrated risk tolerance, proposal generation, investment research, and planning software, has announced a strategic partnership with Advyzon, a comprehensive technology platform offering portfolio management and CRM solutions. This collaboration delivers the most advanced bi-directional integration between a risk analytics solution and a portfolio management system, empowering boutique Registered Investment Advisors (RIAs) with seamless tools for portfolio construction, risk assessment, and client communication.
The expanded partnership introduces four groundbreaking features that streamline workflows and enhance scalability, enabling advisors to focus on delivering superior client outcomes while reducing manual processes and friction.
Key Features of the Integration
- Real-Time Portfolio Syncing
Advisors can now import accounts and holdings data from Advyzon directly into Nitrogen, eliminating the need for duplicate data entry. This real-time synchronization not only enhances accuracy but also accelerates portfolio construction, allowing advisors to build tailored investment strategies more efficiently. - Embedded Investment Risk Scoring in Advyzon
Nitrogen’s proprietary Risk Numbers®, widely recognized as a gold standard for investment risk assessment, are now natively embedded within Advyzon’s interface. Advisors gain instant access to clients’ risk alignment data alongside performance metrics, all without leaving the platform. This integration ensures that risk considerations remain at the forefront of portfolio management decisions. - Integrated Model Management from AIM
Leveraging Advyzon Investment Management (AIM), Nitrogen users can pull in custom-built models or marketplace options directly into their workflows. These models can be seamlessly applied to proposals within Nitrogen, streamlining the process of creating investment strategies that align with clients’ risk profiles and financial goals. - Nitrogen Report Generation in Advyzon
Advisors can generate Nitrogen’s visually rich, client-ready reports directly from the Advyzon platform. This feature simplifies meeting preparation and enhances client communications by providing clear, actionable insights in a format that resonates with clients.
Together, these integration points create a fully unified data environment, enabling advisory firms to operate more efficiently, communicate more effectively, and scale their practices with ease.
A Unified Experience for Advisors
“This deeper integration represents a fundamental shift in how advisory firms can approach portfolio management and client relationships,” said John Mackowiak, Chief Revenue Officer of Advyzon. “Rather than forcing advisors to juggle multiple disconnected systems, we’re delivering a unified experience that seamlessly integrates comprehensive risk assessment, strategic portfolio construction, and transparent client communication.”
For boutique RIAs, this partnership addresses a critical need: a single platform that combines risk analytics, research, proposal generation, portfolio management, and CRM capabilities. By fusing Nitrogen’s robust risk alignment and research tools with Advyzon’s specialized RIA portfolio management solutions, the collaboration equips advisors with the tools they need to grow their practices, communicate with impact, and scale effortlessly.
“Boutique RIAs are searching for a platform that brings together all aspects of their workflow,” said Craig Clark, Chief Growth Officer at Nitrogen. “This partnership bridges the gap between risk analytics and portfolio management, empowering advisors to deliver exceptional value to their clients. We are already deploying the combined platform to joint customers, and the feedback has been overwhelmingly positive.”
A Solution for Morningstar Office Users
The partnership comes at a pivotal time for advisors who rely on Morningstar Office, as Morningstar recently announced its plans to retire the platform in early 2026. For advisors seeking a smooth transition, the Nitrogen-Advyzon integration offers a compelling alternative.
“The Advyzon and Nitrogen pairing provides the total package for orphaned Morningstar Office users,” added Mackowiak. “Our combined platform ensures a seamless transition, enabling advisors to maintain continuity in their workflows while benefiting from cutting-edge tools and features.”
Celebrating the Partnership
To celebrate this milestone, Nitrogen and Advyzon will host a VIP Reception during the Morningstar Investment Conference in Chicago on the evening of Wednesday, June 25th. Industry press and select VIPs are invited to attend. For more information or to RSVP, please email Events@NitrogenWealth.com.
Additionally, the two companies will co-host a webcast on Tuesday, July 15th at 3 PM CT, where they will explore how advisors can maximize the potential of these new features. The session will provide practical insights and actionable strategies for leveraging the integrated platform to enhance client outcomes. To register for the webinar, click here.
A Commitment to Innovation and Advisor Success
This collaboration underscores both companies’ shared commitment to innovation and advisor success. By combining Nitrogen’s expertise in risk analytics and proposal generation with Advyzon’s robust portfolio management and CRM capabilities, the partnership establishes itself as the most comprehensive, advisor-centric solution in the wealthtech ecosystem.
For boutique RIAs navigating the complexities of modern wealth management, the Nitrogen-Advyzon integration represents a transformative step forward. It eliminates inefficiencies, enhances transparency, and empowers advisors to deliver unparalleled value to their clients. As the wealthtech landscape continues to evolve, this partnership sets a new standard for what advisors should expect from their technology stack.
With a unified platform that prioritizes usability, scalability, and client-centricity, Nitrogen and Advyzon are poised to lead the charge in redefining how advisors manage portfolios and nurture client relationships. For advisors seeking a future-proof solution, the Nitrogen-Advyzon partnership is a game-changer.
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.
About Advyzon
Advyzon is a unified wealth management platform built on modern, open and scalable architecture for financial advisors, wealth management firms, broker-dealers, and family offices. Founded by CEO Hailin Li, Ph.D., CFA®, Advyzon integrates portfolio management, performance reporting, trading, CRM, billing, and document storage within a single source platform, as well as investment solutions through Advyzon Investment Management (AIM). With 50% of its team dedicated to engineering and product development, Advyzon focuses on continuous innovation based on user feedback and industry needs. Advyzon serves various segments of the financial services industry through specialized solutions, including Advyzon Core for RIAs, Advyzon Enterprise for larger institutions, and Auria for family offices and ultra-high-net-worth clients.
