18 videos
It is a step-by-step look at one routine task in the risk-tolerance tooling some advisory firms use, which may be useful for staff learning or re-checking the process.
Picked by our deskThe material is framed around tax planning as a way for advisors to add value and open deeper client conversations, with a walkthrough of documents and meeting tactics rather than product discussion. It may be useful for advisors who want a repeatable process for year-end reviews and for coordinating with outside tax professionals.
For wealth professionals evaluating planning software, the session is a walkthrough of how advisors say they apply one platform across tax, risk, retirement, insurance and legacy conversations, including integration and tech-stack considerations.
For advisors using Nitrogen, the item may show how client data can be used to frame a Roth conversion comparison in a more personalized way.
A wealth professional might spend time on it to see how software can surface account-location mismatches and quantify potential annual savings for a household.
For wealth professionals, it points to how tax-return detail can be brought into client recommendations instead of relying on estimates. The focus is on using tax analytics to identify specific exposures and thresholds.
It is a short look at how one advisory team structures client conversations around portfolio comparisons and market stress scenarios. Useful for advisors weighing risk-analytics tools or rethinking how scenario testing is presented in meetings.
It is a short look at how one manager frames downside risk and volatility for advisers and end clients using a third-party risk score, which may be useful to firms weighing how they present risk in client conversations. It is vendor-produced material about one firm's use of a specific platform rather than an independent comparison.
For advisors considering how risk software fits into client meetings, the video describes one consultant's workflow for risk assessment, portfolio comparison and explaining risk/return with visual metrics.
It is a practitioner view of how one advisory firm has built a prospecting and review process around portfolio analytics software, which may be useful to advisors assessing similar tools or reworking their discovery and review meetings.
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.
Advisors using or evaluating Nitrogen can see how the Coverage Number is intended to structure insurance conversations and connect coverage review with retirement income planning. The walkthrough includes practical client scenarios and advisor questions about policy uploads, integrations, compliance and future Insurance Center capabilities.
For advisors evaluating tax-planning software or looking to structure tax conversations around return data, the walkthrough shows the specific workflows Tax Center supports. It illustrates how 1040 inputs are presented in client-facing and scenario-modeling formats.
It is a walkthrough of specific advisor workflow tools — tax planning, legacy and insurance coverage analysis — rather than a market or strategy discussion. Advisors evaluating or already using Nitrogen get a feature-level view of what the platform does and where the roadmap is headed.
For wealth professionals evaluating AI tools in the advisor workflow, the video shows how Nitrogen positions Nucleus for moving between client contexts, surfacing tax information and supporting benchmark research without losing client context.
It shows a concrete example of an AI agent handling intake and plan assembly inside an advisor's existing planning workflow, with a confirmation step before output is generated. Advisors evaluating where AI fits into retirement-planning conversations can see the specific prompts and the review points involved.
It shows a concrete advisor workflow for statement capture and portfolio review, with a confirmation step intended to keep the advisor in control before the agent acts. Useful for firms weighing how AI agents fit into existing risk and portfolio analysis work.
It is a short demonstration of how an agentic assistant is being positioned inside an advisor's risk-assessment process, from sending the questionnaire to preparing for the client conversation. Advisors evaluating AI tools can see the specific prompts and step-by-step structure the vendor describes.
Their new videos and podcasts, and our own reporting on Nitrogen, on My Desk and in your morning edition.
Free. One click to unfollow. Readers who are not signed in can follow in this browser and sign in later.
Every week the Morning Brief picks three videos and podcasts worth your time, with why each one matters.
Free. Every morning. Unsubscribe from any edition in one click.
Videos and podcasts are embedded from their publishers. Selections and summaries are editorial and are not investment advice.
The private wealth industry in four minutes, every morning at 6:30 a.m. ET. Free.
Free. Every morning. Unsubscribe from any edition in one click.
