Nitrogen, Betterment Launch Partnership to Offer Personalized Advice

Nitrogen, an AI-powered advisor product suite, along with Betterment Advisor Solutions, are partnering to provide financial advisors with an automated custodial data integration.

The initiative allows advisors to sync client account data from Betterment directly into Nitrogen, with the aim of offering more personalized advice.

“We have entered an era where the advisors who win are those who are able to clearly demonstrate value in a meeting, whether that meeting is about table-stakes portfolio management or tax, retirement income, and legacy planning,” said Craig Clark, chief growth officer at Nitrogen. “With this integration, the RIA advisor can swivel their monitor around to share their advice, confident that the data is already there and accurate. This powers the analytics and visuals in Nitrogen, helping a client move from confusion to confident buy-in. We handle the heavy lifting in the background so the advisor can focus on the relationship.”

For advisors who opt in, Betterment will share custodial account and position data with Nitrogen on an ongoing basis, allowing advisors to link client accounts directly to the Nitrogen product suite, where they can apply the Risk Number® and guide conversations fueled by custodial updates.

“Our integration with Nitrogen helps advisors lead more confident client conversations by bringing portfolio data and risk insights together in one seamless experience,” said Alison Considine, director of Strategy & Operations at Betterment Advisor Solutions. “By combining Betterment’s tax-efficient tools with Nitrogen’s industry-leading risk analytics, advisors can turn complex portfolio information into personalized advice, without adding friction to their workflow.”

The integration is currently available at no incremental cost to all mutual Nitrogen and Betterment Advisor Solutions customers. Advisors can activate the feed by following the setup process within their Nitrogen dashboard.