RFG Advisory announced Wednesday a collaboration and technology integration with Nitrogen, aimed at supporting RFG advisors' enterprise growth and client engagement efforts.
As Shannon Spotswood, RFG Advisory's president, told ThinkAdvisor, Nitrogen is the latest addition to RFG's technology stack, which has been assembled over the past eight years to provide growth-minded advisors with a comprehensive suite of practice management solutions.
Via Nitrogen's platform, RFG's more than 100 advisors gain client-facing risk alignment tools, portfolio comparison capabilities, proposal generation support, client check-in solutions and customized portfolio management tools. They also get what Spotswood called "concierge-level trading services" that allow advisors to refocus their time away from portfolio management work in favor of higher-value tasks.
"Everything that we do at RFG is centered around providing advisors with technology and solutions that help them deepen their client relationships, grow organically and scale their businesses to create enterprise value," Spotswood emphasized.
