Automate Nitrogen with Caddi
Built for finance teams.
Nitrogen, formerly Riskalyze, powers risk-tolerance scoring, client proposals, and portfolio analytics for RIAs. Caddi automates the data movement around it so the Risk Number and proposals land in the CRM without manual entry.
Automating Nitrogen takes one screenshare.
Show Caddi the Nitrogen workflow once. It builds a verified automation and runs it for you every time. No code, no IT ticket, no brittle wiring.
- 1
Record it once
Screen-share the Nitrogen task the way you already do it.
- 2
Caddi builds it
It writes verified code, tests it, and connects the rest of your stack.
- 3
It runs for you
The automation runs on demand, every time, with no model in the loop.
What Caddi does with Nitrogen
Why teams automate Nitrogen
The value of Nitrogen is the Risk Number and the proposal, not the copying that surrounds them. Caddi runs the questionnaire routing, CRM sync, and filing so advisors spend time on the client conversation, not on data entry.
Loops Caddi runs against Nitrogen
Risk questionnaire to CRM
Recommended patternCaddi captures each client's completed Nitrogen risk questionnaire and Risk Number, then writes it to the household record in the CRM and flags any mismatch with the current portfolio.
Proposal generation and filing
Recommended patternCaddi builds the Nitrogen proposal for a prospect, files the PDF with the right household metadata, and updates the opportunity in the CRM.
Portfolio analytics reconciliation
Recommended patternCaddi pulls Nitrogen portfolio analytics, compares holdings against the custodian and accounting system, and surfaces variances for review.
Where finance teams use it
Client onboarding & account opening
Extract household, beneficiary, and account data from intake PDFs or forms and create the matching records in Nitrogen with no rekeying.
Meeting prep & follow-up
Pull the right Nitrogen data ahead of every client meeting, generate the prep packet, and log notes, tasks, and follow-ups when the meeting ends.
Reporting & archiving
Generate household, performance, or compliance PDFs, file them with the right Nitrogen metadata, and notify the advisor when the packet is ready.
Books, records & reconciliation
Reconcile cash receipts, payments, and custodian feeds against Nitrogen, and write the audit-ready record back to the right account.
Questions about automating Nitrogen
Does Caddi have a real Nitrogen integration?
Yes. Caddi runs verified code against Nitrogen's official APIs (and uses a secure, audited browser session when an API isn't available). Every automation Caddi builds for Nitrogen is reviewed before it runs in production.
Do I need engineering help to automate Nitrogen with Caddi?
No. You demonstrate the workflow once — clicking through Nitrogen the way you normally would — and Caddi turns it into a verified, repeatable automation. No code, no IT ticket, no Zapier-style wiring.
Is my Nitrogen data safe?
Caddi is SOC 2 attested. Our AI watches and builds the automation, but it never touches client data at runtime — once the automation is generated, it executes deterministically against Nitrogen with no model in the loop.
Can Caddi connect Nitrogen to the rest of my stack?
That's the point. Most Caddi automations span 3-6 tools — for example, pulling data out of an email, updating Nitrogen, filing a document in cloud storage, and posting a confirmation in Slack or Teams. Every tool on the integrations page is fair game.
Ready to automate Nitrogen?
Drop your work email and we'll show you Caddi running end-to-end against Nitrogen and the rest of your stack.