Some firms have a limited universe of securities approved for their advisors to use in client proposals. Nitrogen allows firms to configure their own “green list” of securities and make them easily available to their advisors in portfolios and proposals.
In this article:
Configuring an Approved Security List
Any firm on a Nitrogen Team Solution can share a spreadsheet of approved securities with our Firmwide Operations team to have their green list configured in Nitrogen. All that is needed is a list of tickers. If any ticker is not recognized by Nitrogen, it will not show up for advisors. The list will be available for use by the next day.
Using an Approved Security List
Once the list is configured, all advisors in the firm will see a new “Approved” tab when searching for investments in a portfolio or proposal that is filtered on only the firm’s green list, making it easy to select only securities the advisor can be sure the firm has approved for use with clients.