{"id":638420,"date":"2026-05-12T11:24:08","date_gmt":"2026-05-12T11:24:08","guid":{"rendered":"https:\/\/www.newsbeep.com\/us\/638420\/"},"modified":"2026-05-12T11:24:08","modified_gmt":"2026-05-12T11:24:08","slug":"nitrogen-launches-tool-for-advisors-to-prep-for-wealth-transfers","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/us\/638420\/","title":{"rendered":"Nitrogen Launches Tool for Advisors to Prep for Wealth Transfers"},"content":{"rendered":"

Nitrogen, an advisor technology provider, on Tuesday launched a new artificial intelligence-driven tool designed to help advisors build relationships with clients\u2019 beneficiaries before wealth transfers<\/a>, along with other upgrades to its tax product and its agentic AI workflow manager.<\/p>\n

Nitrogen said the new wealth transfer tool, Legacy Center, generates a visual representation of a client\u2019s estate, including accounts, trusts, insurance policies and beneficiaries, with projected dollar amounts. This June, it will also roll out Legacy Key, an advisor-branded message sent to each beneficiary through Nitrogen that provides a point of contact and guidance when a wealth transfer occurs.<\/p>\n

\u201cThe advisors who win the next generation are the ones who thought about them before they had to,\u201d Nitrogen CEO Dan Zitting said in a statement.<\/p>\n

Nitrogen said Legacy Center is its fifth advisor product since the firm was founded in 2011 as Riskalyze, and was prompted to create it by advisors. In a survey of 345 Nitrogen users, the firm found that 98% believe generational wealth transfer will be important to business, but only 42% have a plan to address it. (A recent report by Paris-based investment firm Natixis<\/a> pegged the global wealth transfer at more than $84 trillion over the next 20 years.)\u00a0<\/p>\n

Related:VestGen Wealth Partners: A Tech Stack Designed for Planning, Efficiency<\/a><\/p>\n

The Auburn, Calif.-based Nitrogen also provided updates on its Tax Center and Nucleus agentic AI engine, as forecast at its\u00a0annual conference in February<\/a>.\u00a0<\/p>\n

For its Tax Center, the firm announced new client-ready PDF reports that illustrate the tax implications of portfolio transitions. It also added a Roth conversion calculator to run scenarios with clients.\u00a0<\/p>\n

The updates to its agentic AI engine, Nucleus, include \u201ccontext-aware conversations across client tabs,\u201d improved customer relationship management searching, conversational investment research and the use of CRM Wealthbox as a data source.<\/p>\n

Nitrogen also added that Nucleus, just a few months old, is being used by 10,000 advisors in its network.<\/p>\n

The firm is adding Legacy Center to its bundled \u201cNitrogen Complete\u201d package, which costs $419 a month, or making it available as a standalone add-on. Its Nucleus and Tax Center updates will come at no additional cost for those using those services. The Tax Center alone costs $99 a month, according to the firm\u2019s website.<\/p>\n

Nitrogen announced the option for advisors to sign up for more tailored subscription options at its annual conference in October 2024<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"Nitrogen, an advisor technology provider, on Tuesday launched a new artificial intelligence-driven tool designed to help advisors build…\n","protected":false},"author":2,"featured_media":638421,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[39],"tags":[28,147,530],"class_list":["post-638420","post","type-post","status-publish","format-standard","has-post-thumbnail","category-personal-finance","tag-business","tag-personal-finance","tag-personalfinance"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts\/638420","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/comments?post=638420"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts\/638420\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/media\/638421"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/media?parent=638420"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/categories?post=638420"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/tags?post=638420"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}