What integrating with Nitrogen does for you

Integrating with Nitrogen will import all Model Portfolios from Nitrogen into RightCapital. RightCapital will present the portfolios using the asset class breakdown provided by Morningstar. The Risk Number associated with those model portfolios will also be displayed.

Additionally, integrating with Nitrogen allows advisors to import position-level account data into RightCapital financial plans. Account details are imported for each client under the Profile > Net Worth area or step 4 of the initial data entry. The positions and values will be updated Tuesday through Saturday evening with the previous night's closing value.

RightCapital does not currently pull in the client’s individual risk number.

How to set up your Nitrogen integration

Connect your RightCapital and Nitrogen accounts as follows:

Log in to RightCapital and navigate to Integrations > Nitrogen.
Click Connect, then enter your Nitrogen login credentials to proceed.
Complete the connection by clicking Yes, I authorize this request.

You will be taken back to RightCapital -- the integration is now complete!

How to use imported model portfolios

Imported model portfolios and associated risk numbers can be deployed throughout the RightCapital platform and across the financial planning process. The following modules feature Nitrogen imported portfolios prominently:


Visit the Advisor Portal > Models > Portfolios area to view imported porfolios with associated risk scores:


Target Nitrogen model portfolios in the Client Portal > Investment > Asset Allocation tab. Here Nitrogen portfolios can be modeled as the target asset allocation.


Client Portal > Retirement > Analysis > Action items:


When assigning the asset allocation for investment accounts, users can choose from imported Nitrogen Portfolios. This can be accomplished in the Profile > Net Worth > Investment account area.

How to integrate Nitrogen accounts


Log in to RightCapital

Click Open Client next to the client you’d like to integrate
Navigate to Profile > Net Worth (or the 4th step of the initial data entry workflow, if this is a new client)
Click Link Account and select "Nitrogen" from the dropdown menu.

This button only appears if an integration has already been established


Search for the client's name from the integrating database


Select accounts (using the checkboxes in the “Link” column) to assign to the current client.

Click Save to create the connection for the accounts selected. Integrated accounts will then appear under the Investment bar on the left side of the Net Worth screen.
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