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Nitrogen and Indivisible Partners Deliver Enhanced Advisor Experience and Portfolio Personalization

Nitrogen and Indivisible Partners Deliver Enhanced Advisor Experience and Portfolio Personalization

Indivisible Partners’ Vision for Integrated Advisor Wealth Platform Showcases Deeper Nitrogen-Advyzon Integration

Nitrogen, the leading developer of integrated risk tolerance, proposal generation, investment research, and planning software for advisors, announced a partnership with Indivisible Partners, a modern RIA platform dedicated to empowering advisors through an integrated, outcomes-driven technology platform. This partnership reflects a shared commitment to building intuitive, scalable, and deeply integrated technology solutions that support high-quality decision-making and personalized service.

“As we built the Indivisible Partners wealth platform, our vision has always centered on integration – connecting platforms and workflows to eliminate friction, enhance decision-making and deliver a more cohesive experience for advisors and their clients,” said John Thiel, Executive Chairman at Indivisible Partners. “Our collaboration with Nitrogen strengthens that vision, enabling real-time alignment between portfolio strategies, risk tolerance, and performance, enhancing portfolio personalization.”

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Together, the deeply integrated Nitrogen and Advyzon technology form a core foundation for Indivisible Partners’ advisor software platform. These features, co-developed in response to Indivisible Partners’ vision for a more integrated advisor technology platform, are already shaping the daily workflows of advisors:

  • Portfolio Data Sync: Advisors can seamlessly sync account and holdings data from Advyzon into Nitrogen, reducing manual entry and enabling faster, more accurate portfolio creation.
  • In-Platform Risk Visibility: Clients’ Risk Numbers® from Nitrogen are now displayed directly within Advyzon, allowing advisors to view risk alignment insights alongside performance data—all in one place.
  • Model Integration from AIM: Investment models built in Advyzon Investment Management (AIM), including both custom and marketplace models, are now accessible within Nitrogen for proposal building and portfolio customization.
  • Direct Report Access: Advisors can generate and view Nitrogen’s client-ready reports within the Advyzon platform, streamlining preparation for client meetings and enhancing communication.

“These new capabilities are more than features, they’re the result of real-world advisor needs brought forward by an innovative partner like Indivisible Partners,” said Craig Clark, Chief Growth Officer at Nitrogen. “We’re proud to support their mission of empowering advisors with tools that deliver both personalization and scale.”

This collaboration lays the groundwork for future advancements in the advisor technology ecosystem and sets a precedent for how fintech providers can co-create with visionary wealth firms. As Nitrogen continues to evolve its platform, partnerships like Indivisible Partners will remain central to informing product direction and delivering meaningful impact across the advisor community.

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