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  1. Nitrogen
  2. Portfolios

Portfolios

Portfolio Tools

  • Searching for Securities with Discovery
  • Favoriting Securities in Discovery
  • Individual Security Analysis
  • Working with Stats
  • Working in Sandbox
  • Report Attachments: Form CRS & Additional Firm Attachments
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Models

  • Nitrogen's Second Opinion: Professional Portfolio Consultation
  • Best Practices for Using Model Portfolios
  • Reallocating a Model
  • The Partner Store
  • Accepting Updates from Partner Store Strategist

Retirement Plans

  • Getting Started with Retirement Plans
  • Viewing Participant Election Results
  • Best Practices for Models in Retirement Plans
  • Onboarding Participants and Sponsors
  • Creating a New Retirement Plan
  • Retirement Plan Participant Experience