If your firm is on Nitrogen Ignite or Ultimate, you can leverage firmwide market assumption controls to ensure that all of your advisors are taking the same approach when it comes to market assumptions and risk methodology.
Setting a Market Assumption Control
To set a firmwide market assumption, navigate to Executive View, Settings, and Market Assumptions.
Select the assumption you’d like to apply across all Nitrogen users. These settings will apply in both the firmwide experience and advisor portfolio experience.
Next, you’ll need to confirm whether you want to apply this setting to all portfolios in the advisor experience or new portfolios created from this point forward. Once a selection has been made, the changes will be reflected on the following business day.
Note: Advisors can change their default market assumptions or a portfolio’s market assumptions if they have Advanced Risk Modeling enabled.