Q3Y26 What’s New in Nitrogen: Nucleus, Tax Center, Legacy Center and Insurance Center
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.
Summary
By the retirement & income deskA Nitrogen product webinar in which coaching team members Stephanie Moore and Chris Quandt demonstrate current features across the platform, including Nucleus, Tax Center, Legacy Center, Discovery, Security Stats and the new Insurance Center. The session walks through uploading 1040s, Roth conversion and tax location scenarios, model research via a new Provider filter, X-Ray holdings, Legacy Key beneficiary connections, and insurance assessments using the Coverage Number. It closes with a live Q&A and a preview of upcoming Nucleus and Insurance Center work.
- Nucleus is shown expanding beyond Nitrogen, including Schwab account opening and 1040 uploads
- Tax Center covers Roth conversions, tax scenarios and tax location by registration type
- Legacy Key lets clients connect beneficiaries to their advisor
- Insurance Center uses a Coverage Number to flag potential gaps and illustrate life, long-term care and retirement income recommendations
Chapters
From the publisher’s description| Time | Chapter | Length |
|---|---|---|
| Welcome and webinar overview | 4 min | |
| Nucleus expands beyond Nitrogen | 2 min | |
| Schwab account opening with Nucleus | 3 min | |
| Using Nucleus throughout the platform | 3 min | |
| Uploading 1040s with Nucleus | 4 min | |
| Roth conversions and tax scenarios | 3 min | |
| Tax location and registration types | 5 min | |
| Discovery and the Provider filter | 2 min | |
| Legacy Center and Legacy Key | 4 min | |
| X-Ray holdings in Security Stats | 2 min | |
| Insurance Center overview | 4 min | |
| Understanding the Coverage Number | 1 min | |
| Adding life insurance recommendations | 2 min | |
| Adding long-term care recommendations | 1 min | |
| Retirement income coverage and annuities | 6 min | |
| Live Q&A | 8 min | |
| Legacy Key demonstration | 5 min | |
| Product roadmap preview | 1 min | |
| Closing thoughts | 1 min |
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