Software that connects to Nitrogen

The rule: every tool we list that names a live connection to Nitrogen, as its own site describes it. Third-party mentions and connections a vendor has only announced don't count. Within each group, the lowest cost for one person comes first. Paying vendors are never moved up.

CRMs that connect to Nitrogen

7

Tool	What the tool says the connection does	Where we read it	What one person pays a month (our sum)
AdvisorCRM	Data moves with Nitrogen; the vendor doesn't say which way Recorded as "Nitrogen Wealth" Direction not stated: risk questionnaires, check-ins and risk scores	Checked on the vendor's site · Oct 6AdvisorCRM integrations page	Free for one person Connection cost: not stated on the AdvisorCRM pages we read (Oct 7). Note: The free Core CRM lists "Custodian Integration". Custodial alerts are listed under the $59 Workflows & AI plan.
Redtail	Names Nitrogen, with no detail Listed on the vendor's site, with no detail on what moves	Checked on the vendor's site · Oct 7Redtail integrations directory (partner panel)	$39 a month for one person Connection cost: Both published Redtail plans come with access to its hundreds of integrations: Launch lists it as a top feature, and Growth has everything in Launch. Checked on the vendor's site · Oct 6Redtail pricing page
Wealthbox	Takes data from Nitrogen Data in: client information	Checked on the vendor's site · Oct 6Wealthbox integrations page	$59 a month for one person Connection cost: not checked; its pricing grid's Partner App Integrations row marks plans with icons we couldn't read.
AdvisorEngine	Names Nitrogen, with no detail Recorded as "Riskalyze" Listed on the vendor's site, with no detail on what moves	Checked on the vendor's site · Oct 6AdvisorEngine CRM integrations page (partner logos)	$207 a month for one person The plan has a 3-user minimum Connection cost: not stated on the AdvisorEngine pages we read (Oct 7). Note: AdvisorEngine's integrations page still lists a TD Ameritrade integration. Schwab moved the last TD Ameritrade accounts over in May 2024, so parts of that list may be out of date.
Quivr	Names Nitrogen, with no detail Listed on the vendor's site, with no detail on what moves	Checked on the vendor's site · Oct 6Quivr integrations page (Salesforce ecosystem integrations)	$250 a month for one person Connection cost: not stated on the Quivr pages we read (Oct 7).
Advyzon	Takes data from and sends data to Nitrogen Recorded as "Riskalyze" Data out: client account data Data in: portfolio Risk Numbers Single sign-on	Checked on the vendor's site · Oct 6Advyzon integrations page	No price found Connection cost: Advyzon publishes no pricing for us to read.
SmartOffice	Names Nitrogen, with no detail Listed on the vendor's site, with no detail on what moves	Checked on the vendor's site · Oct 6SmartOffice partners page	No price found Connection cost: SmartOffice publishes no pricing for us to read.

Planning tools that connect to Nitrogen

5

Tool	What the tool says the connection does	Where we read it	What one person pays a month (our sum)
Moneytree	Takes data from Nitrogen Data in: client information and the Nitrogen Risk Score	Checked on the vendor's site · Oct 6Moneytree integrations page	$99.58 a month for one person Connection cost: not stated on the Moneytree pages we read (Oct 7).
RightCapital	Takes data from Nitrogen Data in: model portfolios with their Risk Numbers Data in: position-level account data	Checked on the vendor's site · Oct 6RightCapital help centre: Nitrogen integration	$149.95 a month for one person Connection cost: RightCapital lists '40+ integrations' on its Basic plan, and Premium and Platinum include everything in Basic; account aggregation is listed from Premium up. Checked on the vendor's site · Oct 6RightCapital pricing page
Income Lab	Takes data from Nitrogen Data in: linked investment accounts	Checked on the vendor's site · Oct 6Income Lab help centre: Nitrogen integration	$165.83 a month for one person Connection cost: not stated on the Income Lab pages we read (Oct 7).
MoneyGuide	Takes data from Nitrogen Data in: client Risk Number	Checked on the vendor's site · Oct 6MoneyGuide integrations page (partner panel, opened by clicking the logo)	$166.67 a month for one person Connection cost: not stated on the MoneyGuide pages we read (Oct 7).
eMoney Advisor	Names Nitrogen, with no detail Listed on the vendor's site, with no detail on what moves	Checked on the vendor's site · Oct 6eMoney integrations page (logo)	No price found Connection cost: eMoney Advisor publishes no pricing for us to read.