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Advisorpedia talked with Rachel Cameron, Head of Partnerships at Nitrogen, live at the 2026 Nitrogen Fearless Investing Summit in Denver, Colorado.
Resources: Nitrogen
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Transcript:
[00:00:00] Doug Heikkinen: This is Advisorpedia at Nitrogen's Fearless Investing Summit, and we're here with Rachel Cameron, the head of partnerships at Nitrogen. Welcome.
[00:00:11] Rachel Cameron: Thank you for having me.
[00:00:12] Doug Heikkinen: Nitrogen positions a client meeting as a moment where trust is built and AUM grows. . .
[00:00:25] Rachel Cameron: so Nitrogen is an advisor technology that marries a risk planning, portfolio research, tax and, and, retirement, all in one to help visualize what the client sees. And so really we want to empower advisors to have a really great meeting with their clients to build that trust and competence.
So the integrations that we have help to feed data in efficiently so advisors don't have to spend time pre-meeting to really prep for the meeting. They can really focus on the client themselves. I'm really proud of our integration program. We have about 40 integrations and recently the Ezra Group sent out their integration scores.
We scored an 8.7. So that puts us in the top 10 of 600 other wealth tech providers of how nicely integrated we are. So it's everything from custodial data that's fed in so that clients don't have to duplicate the accounts, all the way to seeing your risk scores in another core technology system that the advisor's using.
[00:01:28] Doug Heikkinen: You just announced a integration with Betterment Advisor Solutions. How excited are you, what does it mean, and how is it going to help advisors?
[00:01:36] Rachel Cameron: Yeah. Level 10 excited for Betterment to be a part of our custodial integration feed, options for advisors. What that means for them is they can feed in the accounts, account names, the holdings, the market values on a daily basis from Betterment.
So all their underlying assets will automatically update when they log in every morning, and they can put those Betterment accounts alongside any other account in Nitrogen. So whether it's fed from a different custodian or an outside account that they've added, maybe something from statement capture that they've loaded in, they can see all those alongside.
And so it just helps, prep and not have to manually adjust and create accounts before they meet with clients.
[00:02:19] Doug Heikkinen: So looking ahead, what role does strategic partnerships play in expanding nitrogen's connected intelligence across a whole bunch of things?
[00:02:28] Rachel Cameron: Yeah, so I think that integrations will really evolve in the next few years, if not right now.
So in the past, a good integration when you first started was maybe a single sign on just to help you log into a system faster. Then it became an API push or pull, where you're pushing data in, you're having something update, but it's static and one way. The next evolution was maybe a two-way in that same vein. But we really see an evolution where agents are integrating with each other.
So instead of it being, what data can I help replicate to help and ease a process, now it's what can this integration do for me task wise? So how can the data really help to get into another system? How can this make me more efficient by actually completing tasks and getting things done? So we're really looking forward to that agent evolution of integration.
[00:03:20] Doug Heikkinen: Your company just continues to blossom. Congratulations.
[00:03:22] Rachel Cameron: Thank you so much.
[00:03:23] Doug Heikkinen: Thanks for being with us.
[00:03:24] Rachel Cameron: Thanks for having me.