#advisor technology

advisor technology Articles

2 articles tagged with "advisor technology"

Technology

How to Migrate from Nitrogen to Investipal: Complete Step-by-Step Guide

Considering switching from Nitrogen (Riskalyze) to Investipal? This practical migration guide covers everything from exporting client data and risk scores to recreating models and documentation, with timelines, checklists, and managed migration support.

Cameron Howe • Nov 12, 2025

Technology

RIA advisors comparing Nitrogen and Investipal wealth management software platforms for portfolio management and client proposals

Investipal vs Nitrogen (Riskalyze): Complete Workflow Comparison for RIAs

Choosing between Nitrogen and Investipal for your advisory practice? This detailed comparison breaks down risk assessment, proposal generation, compliance automation, and end-to-end workflow capabilities to help you decide which platform fits your firm's needs.

Cameron Howe • Nov 11, 2025

See Investipal in Action

Curious how Investipal can help accelerate your firm's growth? Chat with one of our solution experts.

Schedule a Demo