How to set up an integration with Nitrogen

This article will show you how to set up an integration with Nitrogen, which will allow you to add the Risk Number to your automated client emails.

Note: if you have multiple advisors set up, Nitrogen's Risk Number will display to your clients according to the marketing contact setting. This means each advisor will need to follow these steps to integrate with their own Nitrogen login.

First, go to your settings from the Advisor dashboard:

Then click "3rd Party Integrations"

Next click "Authenticate with Nitrogen"

You will be prompted to log into Nitrogen, and authorize access for Blueleaf.

Once successful, you'll be redirected back to Blueleaf

Our system will automatically link clients where the email address in Blueleaf matches the email address in Nitrogen.

Adding Nitrogen metrics to the automated client email

When creating a template for the automated client email, you will have 2 options for the summary metrics:

• Portfolio Risk Number: the Risk Number associated with the client's current portfolio in Nitrogen

  

  
  

• Risk Number Comparison: a comparison between the client's Risk Tolerance, and the portfolio's Risk Number