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Auburn Today
By the People, for the People
Nitrogen Launches Nucleus Agentic AI and Tax Planning Upgrades
New AI-powered tools aim to streamline client meetings and tax planning for financial advisors.
Feb. 25, 2026 at 6:31pm
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Nitrogen, a provider of AI-powered advisor products, has introduced Nucleus, an agentic AI engine embedded directly into its platform. Nucleus is designed to automate various tasks within client meetings, such as setting risk targets, generating retirement income plans, and preparing meeting materials. Nitrogen also unveiled upgrades to its AI-powered tax planning product, including new report elements to summarize tax data and illustrate the tax implications of portfolio changes.
Why it matters
The launch of Nucleus and the tax planning upgrades are aimed at helping financial advisors deliver more personalized and efficient advice to clients. By automating various administrative tasks, advisors can focus more on the client relationship and demonstrating the value of their expertise. The upgrades also align with the industry trend of leveraging AI and technology to enhance the client experience.
The details
Nucleus is integrated directly into Nitrogen's platform, allowing advisors to task the AI engine with various workflow activities, such as risk profiling, portfolio construction, and meeting preparation. Unlike standalone AI assistants, Nucleus operates within Nitrogen's structured data environment, ensuring advisors maintain control over the process. The system is also backed by compliance and security certifications. The tax planning upgrades include new Report Elements in Nitrogen's Tax Center, such as the Tax Snapshot Report and the Tax Transition Report. These features enable advisors to generate client-ready PDF reports summarizing tax data and illustrating the tax implications of portfolio changes. Nitrogen also previewed a Roth Conversion Calculator, scheduled for release next month.
- Nucleus will be available to all Nitrogen users on current plans at no additional cost, with beta access opening today for Fearless Investing Summit attendees.
- The Roth Conversion Calculator is scheduled for release next month.
The players
Nitrogen
A provider of AI-connected suite of advisor products designed to showcase the value of advice in every client meeting.
Dan Zitting
Chief Executive Officer at Nitrogen.
Justin Boatman
Chief Product Officer at Nitrogen.
What they’re saying
“Client meetings are where advisors demonstrate value and trust is won. By connecting investment risk, investment research, income planning, and tax intelligence through persuasive visuals, we're helping advisors turn every meeting into a catalyst moment.”
— Dan Zitting, Chief Executive Officer
“With Nucleus, we're moving beyond simple automation to agentic AI. It's no longer just a brain; it has hands. Nucleus can be tasked with complex work across our suite, allowing advisors to focus entirely on the relationship.”
— Justin Boatman, Chief Product Officer
What’s next
The Roth Conversion Calculator is scheduled for release next month.
The takeaway
Nitrogen's launch of Nucleus and tax planning upgrades aims to help financial advisors streamline client meetings and tax planning, allowing them to focus more on building stronger client relationships and delivering personalized advice.
