Nitrogen and Advyzon Deepen Integration, Target Morningstar Office Exodus
Nitrogen and Advyzon Join Forces to Unify Advisor Tech Stacks
New bi-directional integration aims to simplify portfolio management, risk analysis, and client engagement in one streamlined experience.
As the fintech shake-up continues, two wealthtech players—Nitrogen (formerly Riskalyze) and Advyzon—are stepping up with what they claim is the most comprehensive integration yet between risk analytics and portfolio management. The expanded partnership arrives at a timely moment: with Morningstar Office set to sunset in early 2026, financial advisors are actively scouting for smarter, unified platforms to replace the aging legacy system.
What’s New and Why It Matters
The updated integration between Nitrogen and Advyzon does more than just pass data between two dashboards—it promises a unified, scalable environment where advisors can:
- Sync portfolios in real time between Advyzon and Nitrogen, eliminating duplicate entry and streamlining portfolio construction.
- View Nitrogen’s Risk Numbers directly within Advyzon’s interface, enabling real-time risk alignment insight without toggling between apps.
- Import investment models from Advyzon Investment Management (AIM), including custom and marketplace models, for quicker proposal generation.
- Generate Nitrogen’s client-facing reports natively inside Advyzon, reducing prep time and improving meeting outcomes.
In short, it’s a tightly-woven integration built for the modern advisor—no swivel-chairing required.
Raising the Stakes in Wealthtech
According to Nitrogen’s Chief Growth Officer, Craig Clark, the combined solution hits the sweet spot for boutique RIAs: “This partnership fuses Nitrogen’s legendary risk alignment, research, and proposal-generation tools with Advyzon’s specialized RIA portfolio management capabilities.”
It’s a move that goes beyond feature checklists. Advyzon’s Chief Revenue Officer, John Mackowiak, emphasizes the strategic value: “This deeper integration isn’t just about technical synergy—it’s about solving real workflow problems for advisors. Rather than chasing dozens of new integrations, we’re building depth with partners who evolve with us.”
The approach reflects a growing trend in wealthtech: consolidation not through M&A, but through tighter platform partnerships that drive real advisor ROI.
Morningstar’s Retirement: A Catalyst for Change
Advyzon and Nitrogen aren’t shy about their target audience. With Morningstar Office retiring in early 2026, thousands of advisors will soon be shopping for new homes. “The Advyzon and Nitrogen pairing provides the total package for orphaned Morningstar Office users,” said Mackowiak.
It’s not just a product play—it’s a land grab. By offering a turnkey alternative with deep integration, both firms are positioning themselves to capture migration momentum from one of the industry’s best-known platforms.
Live Demos, VIP Events, and a Webcast to Watch
To mark the rollout, the firms are cohosting a VIP reception during the Morningstar Investment Conference on June 25 in Chicago. For advisors and press looking to see the integration in action, a webcast is scheduled for July 15 at 3pm CT—a practical walkthrough of how these new tools can drive better outcomes.
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