Nitrogen Redefines the Client Meeting with Launch of Nucleus Agentic AI, Tax Planning Upgrades

Advisor software leader debuts agentic AI engine, Premium Statement Capture, and expanded tax planning tools at the 2026 Fearless Investing Summit

AUBURN, Calif.–(BUSINESS WIRE)–Nitrogen, the AI-connected suite of advisor products designed to showcase the value of advice in every client meeting, today introduced Nucleus, an agentic AI engine embedded directly into its advisor platform, positioning the tool as a workflow solution rather than a standalone chatbot. Nitrogen also unveiled upgrades to its AI-powered tax planning product, including client-ready PDF report generation. The announcements were made during the company’s Winter 2026 product release keynote at the Fearless Investing Summit.

Nucleus is designed to change what happens before, during, and after a client meeting. Instead of toggling between tools, manually entering data, or prepping reports late at night, advisors can now task Nucleus with real work inside Nitrogen. Setting risk targets, sending risk questionnaires, converting statements into portfolios, generating retirement income maps, drafting proposals, and preparing meeting talking points — all from within a single client profile.

“Client meetings are where advisors demonstrate value and trust is won,” said Dan Zitting, Chief Executive Officer at Nitrogen. “By connecting investment risk, investment research, income planning, and tax intelligence through persuasive visuals, we’re helping advisors turn every meeting into a catalyst moment. Our Net Promoter Score of 71 proves that advisors trust us to lead this evolution, and we are committed to providing the most compliant, secure, and powerful AI tools in the industry.”

Unlike standalone AI assistants, Nucleus operates inside Nitrogen’s structured data environment. Advisors remain in control, approving actions before they’re executed. The system is backed by SOC 2 and ISO-42001 compliance and more than a decade of data security investment.

“With Nucleus, we’re moving beyond simple automation to agentic AI,” said Justin Boatman, Chief Product Officer at Nitrogen. “It’s no longer just a brain; it has hands. Nucleus can be tasked with complex work across our suite, allowing advisors to focus entirely on the relationship.”

Expanding the suite around the meeting

Alongside Nucleus, Nitrogen introduced several product advancements designed to make client conversations faster, clearer, and more persuasive.

In the tax planning product Tax Center, Nitrogen added two new Report Elements to Reports Builder. The Tax Snapshot Report Element enables advisors to generate a client-ready PDF summarizing tax data in clear visuals. The new Tax Transition Report Element illustrates the tax implications of moving from a current portfolio to a proposed one, helping advisors frame risk alignment decisions within real tax considerations. A Roth Conversion Calculator was also previewed and is scheduled for release next month.

Premium Statement Capture builds on Nitrogen’s AI-powered statement conversion by adding a human-verified tier for $49 per month. Advisors who prefer to fully outsource portfolio entry can now upload a PDF and receive a verified, ready-to-use portfolio without finishing the final steps themselves.

Income Center, formerly Planning Center, now includes Stress Tests that model real-world market events for retirement income planning. Advisors can demonstrate how guaranteed income sources, including annuities, may help stabilize retirement plans under adverse scenarios, helping clients see resilience instead of risk.

Nitrogen also announced performance upgrades to its investment research product Research Center, increasing supported portfolio size by three times while improving load speeds by more than 3.5 times, ensuring advisors can answer complex investment questions in real time during meetings.

Availability

Nucleus will be available to all Nitrogen users on current plans at no additional cost. Beta access opens today for Fearless Investing Summit attendees.

ABOUT NITROGEN

Nitrogen is a connected suite of advisor products designed to showcase the value of advice in every client meeting. Combining agentic AI with Risk Alignment, Investment Analytics, Income Planning, and Tax Intelligence, Nitrogen turns complex financial insights into persuasive visuals. Trusted by over 30,000 advisors with an industry-leading Net Promoter Score of 71, Nitrogen empowers advisors to deliver deeper, more personalized advice that wins prospects and strengthens long-term client relationships.

Contacts

MEDIA CONTACT
Allie Zendrian
516-581-7202
[email protected]