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Private Wealth Daily
Running an RIA · Video

How CPR Financial Uses Nitrogen to Create Clear Client Pictures

For advisors evaluating planning and risk software, the video describes one firm's workflow for client reviews and prospect conversations, along with how it uses the platform for compliance and audit preparation.

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Summary

By the running an ria desk

In a Nitrogen video, Charles Rosen, CEO of CPR Financial & Insurance Services, describes how his firm has used Nitrogen for a decade to present complex financial data as a clear picture for clients. He discusses using Risk Numbers in prospecting and annual reviews, navigating retirement goals, life changes and distribution planning, and simplifying compliance and audit preparation.

  1. CPR Financial's CEO says the firm has used Nitrogen for a decade.
  2. The firm uses Nitrogen to present complex financial data in a simple, clear picture for clients.
  3. Risk Numbers are used during prospecting and annual reviews to align portfolios.
  4. The video says the platform helps with retirement goals, life changes, distribution planning, compliance and audit preparation.

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Videos and podcasts are embedded from their publishers. Selections and summaries are editorial and are not investment advice.

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