Nitrogen Ignite and Nitrogen Ultimate give home offices and compliance officers the ability to view their entire book of business in a single dashboard and search, filter, and sort to find which accounts are in alignment with their investment objective. In this article, we’ll show you how to set up your investment objectives in Compliance.
Setting Investing Objective Ranges
When you first log into Compliance, you’ll be prompted to set up your investment objectives on the home screen. Start by selecting SET UP INVESTMENT OBJECTIVES.
Next, you’ll select your investment objective Ranges. You can start with our five default ranges seen below or you can add or remove ranges to match your firm’s (you can always adjust these at a later time). On this screen, you can edit the investment objective title, Risk Number ranges, and the External ID if necessary (this may be needed by the holdings data provider, but is not needed if you are directly providing your objectives via file). You can delete an investment objective range by selecting the Trash icon on the right.
Once you have added in the investment objective ranges, Risk Numbers, and External ID, you can scroll down and select SAVE CHANGES.
The investment objectives you set in Compliance will also be available as the Risk Targets for all the advisors at your firm. Advisors can set these Risk Targets in lieu of running a Risk Tolerance Questionnaire for their clients.