Short answer
A Nitrogen integration brings risk scores, questionnaires and proposal data from Nitrogen (formerly Riskalyze) into Salesforce, so advisors see each client's risk profile alongside their accounts and service history.
How the Nitrogen (Riskalyze) integration works
Nitrogen measures client risk tolerance with its Risk Number and supports proposals and portfolio analysis. Connected to Salesforce or FSC, it can show risk scores on the client record and trigger reviews when risk and portfolio drift apart.
What syncs
- Risk scores and questionnaire results
- Proposal and portfolio analysis status
- Client links between systems
See the architecture diagram ↓
Integration options
- Nitrogen's Salesforce integration
- Field mapping into FSC
- Flows that create review tasks
What to plan for
- Matching clients across systems
- Keeping scores current
- Suitability documentation requirements
Frequently asked questions
Can a changed risk score trigger a review?
Yes. A flow can create a review task or case when a score changes.
Does this help with suitability documentation?
It can support it by keeping risk results on the client record, alongside your compliance process.