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SEI and Nitrogen

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Nitrogen Customer Care
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Many advisors love using SEI strategies in combination with Nitrogen to align a client's portfolio with their Risk Number, show prospects when they’re invested wrong and prove to clients they’re invested right.

Searching for Funds:
If you have access to SEI strategies in Nitrogen, it's as simple as navigating to a client portfolio, clicking Add Investment, and then typing in the name to find your SEI strategy.
 
Searching for Models:
SEI provides access to their updated model portfolios. To view the SEI models in Nitrogen click Models on your top navigation bar (see animation below). Not sure how to import a model into a client’s portfolio? Click Here

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FAQ:

Are you already using SEI & Nitrogen?

If you purchased Nitrogen using the SEI code, your account is already pre-loaded with all of SEI strategies. You are good to go!

I'm unable to find SEI funds, how can I get access to these funds in Nitrogen?

If you are an existing Nitrogen customer and do not have SEI strategies in your account, please contact our customer care team and we will get you squared away: care@nitrogenwealth.com 

Are you an SEI advisor interested in Nitrogen?

Contact our Sales Team for more information: 844-464-8764 or sales@nitrogenwealth.com

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