Nitrogen and Betterment Advisor Solutions have formed a strategic partnership designed to simplify how financial advisors access and use client data, enabling automated custodial integration that syncs Betterment account information directly into Nitrogen’s analytics platform. 

For advisors who opt in, Betterment will share custodial account and position-level data with Nitrogen on an ongoing basis, allowing RIAs to link client accounts directly into Nitrogen’s product suite. The integration is intended to enhance discussions around portfolio risk, tax efficiency and retirement income planning by ensuring advisors have accurate, up-to-date data at their fingertips. 

“We have entered an era where the advisors who win are those who are able to clearly demonstrate value in a meeting, whether that meeting is about table-stakes portfolio management or tax, retirement income, and legacy planning,” said Craig Clark, Chief Growth Officer at Nitrogen. “With this integration, the RIA advisor can swivel their monitor around to share their advice, confident that the data is already there and accurate.” 

“Our integration with Nitrogen helps advisors lead more confident client conversations by bringing portfolio data and risk insights together in one seamless experience,” added Alison Considine, Director of Strategy & Operations at Betterment Advisor Solutions.