Auburn, CALIFORNIA, Nov. 10, 2026 (GLOBE NEWSWIRE) — Nitrogen, a leader in AI-powered software for financial advisors, today announced its Fall 2026 product release, bringing its connected suite of advisor products into Claude and ChatGPT while expanding the capabilities of Nucleus™, its agentic AI engine. The release also introduces integrations with AI assistants Contio and Zocks, improved integration data management, and new tax and insurance planning capabilities. 

Advisors can now access Nitrogen capabilities through Claude and ChatGPT, use Nucleus in Slack and Microsoft Teams, and connect through Microsoft Copilot. These integrations bring client information and Nitrogen workflows into the AI tools advisors already use, with permission-based controls at no additional cost for advisors with Nucleus access. 

Within Nitrogen, Nucleus can now plan and execute multi-step workflows across products, helping advisors build portfolios, prepare proposals, evaluate tax scenarios, and complete income and legacy planning tasks. New capabilities include personalized advisor memory, client knowledge drawn from connected systems, source attribution for client information, enhanced Meeting Prep, and guided onboarding. 

“AI should make it easier for advisors to get work done, wherever they choose to work,” said Justin Boatman, chief marketing officer and head of product strategy at Nitrogen. “By bringing Nitrogen into tools like Claude and ChatGPT, and giving Nucleus the ability to handle more complex workflows, we’re helping advisors spend less time navigating software and more time delivering advice.” 

A new integration with Contio connects AI-powered meeting intelligence with Nitrogen’s client data and workflows. Contio now sends meeting context straight into Nitrogen, making the Nucleus agent even smarter about an advisor’s clients. 

“As Nitrogen’s co-founder and board member, I’m proud of how this team keeps putting advisors at the center of everything it builds, and this fall’s release shows it,” said Aaron Klein, founder at Contio. “And with this new integration, Contio’s intelligence flows into Nitrogen, where it can help shape the advice. That’s the kind of practical AI we’re excited to bring to advisors.” 

A new bi-directional integration with Zocks equips Nitrogen’s Nucleus with AI-powered meeting summaries, actions, and client signals. Client Risk Numbers®, portfolio Risk Numbers, proposal statuses, and client Check-ins also can be pulled by Zocks to enrich its meeting preparation and other workflows used by advisors.  

“Personalized advice thrives at the intersection of numbers and dialogue. This bi-directional integration creates a continuous feedback loop between both platforms,” said Jim Hardeman, executive vice president, product, at Zocks. “Nitrogen gives Zocks the objective risk metrics advisors need going into a meeting to drive meaningful conversations, and Zocks feeds Nitrogen the real-time signals and action items coming out of them to ensure ongoing advice stays aligned. It’s a win on both sides that keeps advisors focused entirely on their clients.” 

Nitrogen also introduced improved integration management, including unified search across connected systems and duplicate detection to help advisors identify and resolve overlapping client records. Additional enhancements include APIs for generating client reports and supporting advisor access, custom email domains, and Nucleus Account Opening, now available for eligible Schwab users. 

The release also introduces Tax Multiview, allowing advisors to compare multiple tax scenarios side by side using client tax return data. Additional Tax Center enhancements include a Fill a Tax Bracket feature in the Roth Conversion Calculator, detailed year-by-year conversion analysis, and Tax Return History. 

Insurance Center adds household-level coverage assessments, individual Coverage Numbers™ for spouses, customizable coverage assumptions, and tracking of implemented policies. Nucleus can also assist with insurance assessments and proposals. Research Center enhancements include expanded RILA analytics with volatility and scenario comparisons. 

The Fall 2026 enhancements are available to eligible Nitrogen customers based on their product access. Tax Center and Insurance Center are included in Nitrogen Complete, and supported external AI integrations are included with Nucleus access at no additional cost. Learn more at nitrogenwealth.com/agents or watch the Fall Product Launch Event at nitrogenwealth.com/webinars/nitrogen-fall-26-product-release. 

ABOUT NITROGEN 

Nitrogen is a connected suite of advisor products designed to showcase the value of advice in every client meeting. Combining agentic AI with Risk Alignment, Investment Research, Income Planning, Tax Intelligence, Legacy Planning, and Insurance Alignment, Nitrogen turns complex financial insights into persuasive visuals. Trusted by tens of thousands of advisors, backed by an industry-leading Net Promoter Score of 71, and ISO 42001 certified, Nitrogen empowers advisors to deliver deeper, more personalized advice that wins prospects and strengthens long-term client relationships. 

ABOUT CONTIO 

Contio turns what gets said into what gets done, building AI that amplifies the impact of humans in relationship-driven businesses. The company’s powerful MeetingOS rapidly becomes your brilliant meeting strategist, superhuman memory, and hyper-intelligent Chief of Staff, and its agentic products turn client curveballs into automated work. The entire platform is built with bulletproof privacy and security to prevent any possibility of customer data ever being used to train AI foundation models. Contio was founded in 2025 and is headquartered in Boise, Idaho. Learn more at contio.ai. 

ABOUT ZOCKS 

Zocks is the privacy-first, agentic AI Platform for financial advisors and financial firms. Its AI assistant saves advisors 10+ hours a week by automating manual tasks and turning every client conversation, email, and document into structured data that’s deeply integrated with a firm’s technology stack and AI ecosystem. Advisors can build plans and onboard clients faster, find growth opportunities, anticipate servicing needs, and ultimately grow their business — all in a platform built with enterprise-grade compliance, reporting, and controls. 

More than 5,000 firms, including 7 of the 9 Barron’s Top Mega RIAs and 2 of the top 3 life insurance carriers, rely on Zocks, the #1 rated AI Assistant for Financial Services on G2. Join leading companies like Carson Group, Osaic, Kestra Financial, Hightower, and Ameritas; learn more and start a free trial at zocks.io.  

Press Inquiries

NITROGEN MEDIA CONTACT
Greenrose Communications
Nitrogen@greenrosepr.com
516-286-7056

CONTIO PR CONTACT
Angie O’Hara
pr@contio.ai

ZOCKS PR CONTACT
Gregory
zocks@gregoryagency.com


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