Investipal
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The Complete Alternative to Nitrogen (Formerly Riskalyze)

Go beyond risk assessment and the Risk Number®. Get portfolio construction, proposal generation, compliance automation, and client onboarding in one unified platform.

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Investipal comprehensive platform dashboard

Trusted by advisory firms across North America

Pacific Portfolios
Wellington Altus
Raymond James
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Why Switch from Nitrogen?

Get more capabilities, save time, and reduce costs with Investipal's comprehensive platform.

True All-in-One Platform

Replace Nitrogen plus 3-4 other tools with one comprehensive platform. Investipal unifies risk assessment, portfolio construction, proposals, compliance automation, and client onboarding—eliminating the need for multiple disconnected "Centers" and third-party integrations.

Complete Client Onboarding

Nitrogen lacks onboarding capabilities. Investipal includes automated statement scanning with transaction-level detail, e-signature workflows, AML & ID verification, and compliance documentation generation—reducing onboarding from weeks to hours.

Advanced Multi-Asset Handling

Go beyond traditional securities. Investipal provides comprehensive modeling for alternatives, private assets, annuities, IULs, and structured products with AI-powered portfolio construction and custom security builder—capabilities Nitrogen simply doesn't offer.

Feature Comparison

See how Investipal stacks up against Nitrogen

Risk & Portfolio Analytics

Feature Nitrogen Investipal
Risk Tolerance Assessment (Risk Number®)
Portfolio Risk Scoring
Stress Testing & Scenarios
Monte Carlo Simulations
Annuity & IUL Modeling Basic
Advanced

Comprehensive modeling tools

AI-Powered Portfolio Construction

Build optimized portfolios in seconds

Asset Allocation Optimization

Multi-factor optimization

Custom Security Builder

Model alternatives & private assets

Client Onboarding & Data Management

Feature Nitrogen Investipal
Automated Statement Scanning (OCR) Basic
Advanced

Any format, transactions, holdings & full portfolio analysis

Account Aggregation (Held-Away Assets)
Document Generation & E-Signature
AML & ID Verification
Client Portal

Proposals & Client Communication

Feature Nitrogen Investipal
Risk Assessment Reports
Portfolio Proposals Basic
Advanced

AI-generated, fully customizable

Portfolio Comparison Analysis Limited

Current vs. proposed with historical data

What-If Scenarios
Tax Impact Analysis
Custom Branding

Compliance & Documentation

Feature Nitrogen Investipal
Investment Policy Statements (IPS)

AI-generated in seconds

Regulation Best Interest (Reg BI) Documentation
Know Your Product (KYP) Comparisons
Portfolio Drift Monitoring
Compliance Audit Trails
Automated Compliance Alerts

Switching is Easy

Our team guides you through every step of the migration process

1

Book a Personalized Demo

15 minutes

Schedule a 15-minute walkthrough tailored to your Nitrogen workflow. See exactly how Investipal compares and what you will gain by switching.

2

Data Migration Support

1-2 days

Our team helps migrate your client data, risk assessments, and portfolio information. We handle the heavy lifting—no manual re-entry required.

3

Team Training & Onboarding

1 week

Get your entire team up to speed with personalized training sessions, video tutorials, and access to our comprehensive knowledge base and support team.

4

Go Live with Full Support

Immediate

Launch Investipal with dedicated support. Run both platforms in parallel during your transition if needed. Cancel Nitrogen when you are ready—no rush.

Enterprise-Grade Security

Your data is protected with bank-level security

Compliance & Privacy

Ensure adherence to SEC/FINRA standards with built-in compliance and privacy features. No user data is used in training.

Security

Investipal is SOC2 Type II compliant and all data is fully protected with advanced encryption and secure protocols.

Scalability

Grow through technology, not headcount.

"We're deeply committed to integrating cutting-edge technology to transform the financial planning and investment management landscape. Investipal's innovative approach aligns perfectly with our vision, particularly in utilizing OCR technology to streamline processes to elevate the client and advisor experience."
Lauren M. Williams
Lauren M. Williams
CEO, ProsperPlan Wealth
ProsperPlan Wealth

See Investipal in Action

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

Schedule a Demo