Nitrogen alternatives

3 tools to consider instead of Nitrogen, shown against it.

Nitrogen Portfolio Visualizer Addepar Orion
Vendor Nitrogen Wealth Portfolio Visualizer, LLC Addepar, Inc. Orion Advisor Solutions, Inc.
Pricing model Subscription Free tier + paid plans Quote only Quote only
Free tier No Yes No No
Deployment Cloud Cloud Cloud Cloud
Open source No No No No
Best for RIAs and broker-dealers who need to document and align client risk tolerance with proposed portfolios. Individual investors and advisors who want to backtest allocations and run retirement simulations without a full terminal. Wealth managers and family offices with complex, multi-custodian and alternative-heavy client portfolios. RIAs and broker-dealers wanting one integrated platform for accounting, CRM, trading and compliance.
Pricing

Six individually priced monthly 'Centers' plus a bundled Elite package; broker-dealer pricing is quote-based.

Risk Center $199/month
Research Center $149/month
Income/Tax/Legacy/Insurance Centers $99/month each
Elite Bundle $495/month

Prices read from the vendor's own page on September 21, 2026. Vendors change prices; check the source before you budget.

Free tier (personal/educational, up to 15 assets, no login) plus Basic and Pro monthly plans billed annually.

Free $0
Basic $30/month
Pro $55/month

Prices read from the vendor's own page on September 21, 2026. Vendors change prices; check the source before you budget.

Enterprise contract sized to firm AUM/complexity, negotiated directly with sales; no published pricing.

Pricing has not been verified yet — see the vendor's site.

Sold through a consultation-based enterprise process sized to firm AUM/seats; no published pricing.

Pricing has not been verified yet — see the vendor's site.

Features
  • Risk Number client risk-tolerance quantification
  • Portfolio stress testing and scenario analysis
  • AI-powered security and portfolio research
  • Retirement income and longevity risk projection
  • Tax visualization and capital gains analysis
  • Legacy planning and insurance gap-analysis tools
  • Historical portfolio backtesting
  • Monte Carlo simulation for retirement/withdrawal planning
  • Portfolio optimization (risk/return)
  • Factor regression analysis
  • Tactical allocation model backtesting
  • Asset correlation and efficient-frontier analysis
  • Customizable PDF reports and Excel/CSV export
  • Multi-custodian data aggregation
  • Alternatives and illiquid-investment tracking
  • Scenario modeling (Navigator)
  • AI-assisted portfolio insights (Addison)
  • Client-facing performance reporting
  • Data connectivity layer (ADX) for custodians and managers
  • Portfolio accounting and performance reporting
  • Redtail CRM
  • Trading and rebalancing tools
  • Financial planning module
  • Compliance workflow tools
  • Denali AI advisor assistant
  • TAMP/OCIO and custom-indexing services

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