Malibu, CA – Malibu Wealth Planning announced it has implemented Nitrogen, the world’s first risk alignment platform, which mathematically pinpoints how much risk investors want, how much risk they currently have in their portfolio, and how much risk they need to take to reach their goals.
MALIBU WEALTH PLANNING IMPLEMENTS AWARD-WINNING SOFTWARE TO QUANTIFY INVESTMENT RISK AND DRIVE CLIENT SUCCESS
Built on a Nobel Prize-winning framework, Nitrogen quantifies the semantics of the financial advice industry, replacing confusing and subjective terms like “moderately conservative” and “moderately aggressive” with the Risk Number®, a number between 1 and 99 that pinpoints a client’s exact comfort zone for downside risk and potential upside gain with a 95% Historical Range.
Financial professionals then build an investment portfolio to match the client’s Risk Number and chart a clearly defined path to achieving the client’s goals.
Nitrogen was twice named one of the world’s ten most innovative companies in finance by Fast Company Magazine and has appeared twice on the Forbes FinTech50 list.
“Successful long-term financial outcomes are built by investors making one good short-term decision at a time, and that only happens when great financial professionals equip them to do so,” said Aaron Klein, CEO at Nitrogen.
“It’s so great to see Malibu Wealth Planning using the Risk Number to help their clients understand and react to risk appropriately, because that’s ultimately how amazing financial professionals turn clients into fearless investors.” – Malibu Wealth Planning