The CircleBlack-Nitrogen integration offers advisors and their clients a few valuable benefits:
Seamless Single Sign-On and beautiful I-Frame
Once the integration has been established you can access Nitrogen through CircleBlack using Single Sign On by going to Analyze → Risk. You will have full access to Nitrogen within the CircleBlack I-Frame:
Risk Numbers get populated everywhere in CircleBlack!
- The Advisor Household dashboard shows the Target and Actual Risk Numbers
- The Investor Portal dashboard also shows the Household’s Target and Actual Risk Numbers
- Each account gets its own Risk Number
- Account Groups also get their own “Group” Risk Number
Thanks to a robust partnership with Nitrogen, the Risk numbers are synched every night to accurately reflect your clients’ portfolio positions.
Risk Categorization of Accounts
Nitrogen follows the 0-100 scale and we show a Risk Alert if the Household's Target and Actual Risk numbers are not in alignment.
- For example, if a household's target Risk number falls in Nitrogen "Conservative" category but their actual portfolio's risk number is in Growth/Income or Aggressive category, then the Risk alert will be "Too High".
- Another example: if their actual portfolio risk is in the Growth/Income range but their target is in the Aggressive range, then the Risk alert will be "Too Low".