Nitrogen and Advyzon, two leading players in the WealthTech sector, have announced an enhanced integration and strategic sales partnership aimed at delivering a unified, end-to-end platform for boutique Registered Investment Advisors (RIAs). This collaboration offers one of the most comprehensive two-way integrations between a risk analytics engine and a portfolio management solution, significantly advancing advisor efficiency and client engagement.
The upgraded integration enables advisors to streamline operations by eliminating redundant data entry and manual workflows. Among the key features are real-time portfolio syncing from Advyzon into Nitrogen, embedded display of Nitrogen’s Risk Numbers® within Advyzon’s interface, access to investment models from Advyzon Investment Management (AIM) directly within Nitrogen, and the ability to generate Nitrogen’s branded client reports from within the Advyzon platform.
By aligning risk assessment, portfolio construction, and client communication in a single environment, the partnership empowers advisory firms to scale operations and deepen client relationships.
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“This deeper integration represents a fundamental shift in how advisory firms can approach portfolio management and client relationships,” said John Mackowiak, Chief Revenue Officer at Advyzon. “Rather than forcing advisors to juggle multiple disconnected systems, we’re delivering a unified experience that seamlessly weaves together comprehensive risk assessment, strategic portfolio construction, and transparent client communication.”
Craig Clark, Chief Growth Officer at Nitrogen, added: “Boutique RIAs are searching for a platform that brings together risk analytics, research, proposals, portfolio management, and CRM. This partnership fuses Nitrogen’s legendary risk alignment and proposal-generation tools with Advyzon’s portfolio management strength, giving advisors the tools they need to grow, communicate with impact, and scale effortlessly.”
The announcement comes at a time when many advisors are seeking alternatives to Morningstar Office, which is set to be retired in early 2026. The combined Advyzon–Nitrogen platform positions itself as a strong successor, offering robust functionality tailored to meet the evolving demands of today’s advisory firms.
