New AI-powered tool eliminates manual meeting notes, streamlines compliance, and integrates natively within Nitrogen’s trusted platform

Nitrogen, the leading developer of integrated risk tolerance, proposal generation, investment research, and planning software for advisors, today announced the launch of AI Meeting Center, a secure, native solution that streamlines meeting documentation and supercharges advisor productivity. Designed to save time, reduce compliance friction, and eliminate the need for third-party AI tools, AI Meeting Center helps deliver better client experiences without leaving the Nitrogen ecosystem.

Built directly into Nitrogen’s secure infrastructure, AI Meeting Center transcribes advisor-client conversations, generates real-time meeting summaries, and produces editable, CRM-ready notes all within the compliance standards advisors already rely on. It inherits the governance model broker-dealer and RIA firms already trust and requires no new logins or tools.

“Nitrogen was built for client meetings. Advisors already rely on the clear visuals and analytics to make complex financial information easily understandable in their client and prospect meetings, and we’re proud to extend that value by eliminating a major drain on their time,” said Justin Boatman, Chief Product Officer at Nitrogen. “By providing the most simple, clean, compliant, and easy-to-use note curators, we’re helping advisors reclaim hours each week so they can focus on their clients instead of their keyboards.”

Key Features of AI Meeting Center:

• Real-Time Meeting Summaries: Instantly generate concise, actionable overviews of every client conversation.
• CRM-Ready, Editable Notes: Deliver documentation based on your firm's compliance guidelines.
• Fully Native Integration: No third-party tools, plug-ins, or onboarding hurdles.
• Enterprise-Grade Security: Built entirely within Nitrogen’s secure infrastructure.

Unlike external AI solutions that introduce privacy concerns or require complex implementation, AI Meeting Center offers firms a frictionless path to AI adoption, without sacrificing data security or operational efficiency.

This new product will be officially unveiled during Nitrogen’s August Product Launch Event. Attendees will receive a firsthand walkthrough of how AI Meeting Center seamlessly enhances the advisor workflow. To learn more and register for the event, please click here.

Advisors can request early access or explore more details at https://nitrogenwealth.com/ai-meeting-center.

ABOUT NITROGEN

Nitrogen has been revolutionizing how financial advisors and wealth management firms engage with their clients since the launch of Riskalyze in 2011. Today, Nitrogen offers an integrated client engagement software platform featuring risk tolerance, proposal generation, investment research, and financial planning tools designed to help firms and financial advisors deliver personalized advice. The company invented the Risk Number®, built on top of a Nobel Prize-winning academic framework, and is the champion of the Fearless Investing Movement — tens of thousands of financial advisors committed to our mission of empowering the world to invest fearlessly. To learn more, visit NitrogenWealth.com.

View source version on businesswire.com: https://www.businesswire.com/news/home/20250715288916/en/