Nitrogen, a developer of integrated risk tolerance and financial planning software for advisors, and Advyzon, a comprehensive technology platform for financial advisors and investment managers, have announced an expanded integration and sales partnership. This collaboration aims to enhance advisor efficiency and client service by providing a bi-directional data flow between their respective platforms.
This expanded integration includes four key features designed to create a more unified workflow. Advisors can now utilize real-time portfolio syncing to import accounts and holdings data directly from Advyzon into Nitrogen, which is intended to reduce duplicate data entry and improve accuracy. Additionally, Investment Risk Scores, known as Risk Numbers® from Nitrogen, will now be displayed natively within Advyzon’s interface, offering immediate access to client risk alignment data alongside performance metrics without requiring advisors to leave the platform.
The partnership also introduces integrated model management capabilities from Advyzon Investment Management (AIM), a registered investment adviser and wholly-owned subsidiary of Advyzon. Nitrogen can now pull investment models from AIM, including custom firm-built models and marketplace options, for direct application within proposals. Furthermore, advisors can generate Nitrogen’s client-ready reports directly from the Advyzon platform, which is designed to simplify meeting preparation and client communications.
John Mackowiak, Chief Revenue Officer of Advyzon, stated that this deeper integration represents a fundamental shift in how advisory firms can manage portfolios and client relationships. He noted that the goal is to deliver a unified experience that integrates comprehensive risk assessment, strategic portfolio construction, and transparent client communication, rather than requiring advisors to use disconnected systems.
Craig Clark, Chief Growth Officer at Nitrogen, commented that the partnership fuses Nitrogen’s risk alignment, research, and proposal-generation tools with Advyzon’s portfolio management capabilities. He indicated that the combined platform provides tools for advisors to enhance growth, client communication, and operational scalability, and is already being deployed to joint customers.
Mackowiak also highlighted that the Advyzon and Nitrogen pairing offers a solution for firms transitioning from Morningstar Office, which is scheduled for retirement in early 2026.
To mark the partnership, Nitrogen and Advyzon will host a VIP reception during the Morningstar Investment Conference in Chicago on the evening of Wednesday, June 25th. They also plan to co-host a webcast on Tuesday, July 15th, at 3 p.m. CT, which will provide further details on how advisors can utilize these new features.
