Nitrogen, the leading developer of integrated risk tolerance, proposal generation, investment research, and planning software for advisors, today announced a new direct integration with Broadridge Financial Solutions’ Wealth Aggregation and Insights (WAI). This integration delivers fully automated, daily account data feeds from WAI into the Nitrogen platform, eliminating manual file handling and creating a more scalable, efficient workflow for advisory firms.

“In July, Nitrogen once again earned an 8.7 “Superior” rating in the 2025 Ezra Group Wealthtech Integration score rankings, placing Nitrogen in the top 10 of all applications assessed by Ezra Group,” said Craig Clark, Chief Growth Officer at Nitrogen. “Dipping in and out of different software products and manual data entry are two of the biggest drags on advisor productivity so integrations with other core advisor platforms will forever be a top priority for us. By integrating Broadridge’s Wealth Aggregation and Insights directly into Nitrogen, we’re removing barriers, reducing risk, and equipping firms with a future-ready foundation to scale. This is another step in delivering the connected ecosystem that growth-minded advisors need to thrive.”

Together, Nitrogen and Broadridge are removing friction from the data delivery process, with advisory teams benefiting from data accuracy, operational efficiency, and a dramatically improved technology experience.

Key Benefits Include:

• Automated Daily Data Sync: Account data from Broadridge’s WAI solution is updated automatically within Nitrogen each day, with no manual downloads or imports required.
• Operational Efficiency: Firms can eliminate hours of weekly administrative work, enabling operations teams to focus on higher-value activities.
• Full Platform Access: With data delivered seamlessly, advisory teams can fully leverage Nitrogen features, including portfolio risk analytics, client check-ins, retirement maps, and proposals.
• Improved Data Confidence and Compliance: Consistent, automated updates help maintain documentation standards and support compliance readiness across the firm.
• Scalable, Future-Ready Architecture: The integration supports firm-wide efficiency while positioning wealth management firms for continued growth and digital innovation.

“Seamless data integration is at the heart of powering world-class advisor and client digital experiences. By connecting Nitrogen with Broadridge’s Wealth Aggregation and Insights solution, we’re enabling advisory firms to unlock real-time insights and greater productivity—freeing them to focus on client relationships instead of data management. This integration is a great example of how we’re continually empowering advisors with the data-driven tools they need to deliver smarter advice and grow their businesses with confidence,” said Paul Camuto, Business Manager, Wealth Aggregation and Insights, Broadridge Financial Solutions.

The integration is now available for enterprise firms that utilize Broadridge WAI as their primary account data source. For more information on activating the Broadridge integration, visit www.nitrogenwealth.com/integrations.

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.

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