The integration between Nitrogen and Retirement Analyzer allows you to import clients, pull in accounts, view the holdings, and view the Risk Number making it simple to share client information between the two platforms.
Setting Up the Integration
To set up the integration between Nitrogen and Retirement Analyzer, you’ll need to contact the Retirement Analyzer team. You can reach them at email@example.com or 800-854-6621.
Linking Clients from Nitrogen into Retirement Analyzer
To link a Nitrogen client to an existing Retirement Analyzer client, navigate to the client list in Retirement Analyzer and click Nitrogen on the bottom left, select a client, and click Link.
You will be asked to select a tax filing status by selecting Single or Married before you can Merge the clients. Selecting Merge will connect your Nitrogen client and Retirement Analyzer client and allow you to sync information between the two systems.
If you are creating a new client in Retirement Analyzer from an already existing Nitrogen client, you’ll need to click click Create, choose a taxable status, and add in contact information.
Once your client has been created, you will see a menu with all of their current and proposed portfolios in Nitrogen. You can use the checkboxes along the left menu to determine which accounts you want to sync from Nitrogen into Retirement Analyzer. You can come back to this screen at any time to resync assets into Retirement Analyzer from Nitrogen.
You'll see the assets on your client profile once the assets have been synced from Nitrogen into Retirement Analyzer.
You can view the asset allocation breakdown, Risk Number, and account holdings directly within Retirement Analyzer.