Riskalyze (now Nitrogen) tells you exactly where each client stands. But someone still has to follow up on questionnaires, flag portfolio drift, and send the proposal. That someone is now OpenClaw.
OpenClaw connects to the Nitrogen API via OAuth 2.0. Client records, Risk Numbers, portfolios, proposals. All of it.
30,000+
financial advisors use Nitrogen
1-99
Risk Number scale OpenClaw monitors
1,000+
proposals generated daily on the platform
OAuth 2.0
secure API connection to your account
Nitrogen gives you the analytics. But the follow-through still depends entirely on you.
You send a risk questionnaire link to a prospect before a meeting. They complete it at 8 PM on a Tuesday. You don't see it until the next morning when you're already in back-to-back calls. By the time you review the Risk Number and reach out, the momentum from their initial engagement is gone. Prospects are most interested in the five minutes after they finish the questionnaire. That window closes fast.
A client's portfolio drifts outside their 95% Historical Range. Nitrogen flags it in the dashboard. But you have 150 clients and you're checking the dashboard once a week, maybe. By the time you notice, the client has already seen the dip in their own brokerage app and is calling you in a panic. Reactive instead of proactive. Every time.
After a discovery meeting, you need to build a proposal in Nitrogen. You know the Risk Number, you know the target allocation. But creating the proposal, exporting it, writing the email, and sending it to the prospect takes 30 to 45 minutes. Multiply that by three new prospects a week and you've lost half a day to administrative work that follows a predictable pattern every single time.
A client's Risk Number changes after a life event. Their record in Nitrogen is updated, but your CRM still shows the old data. Your next meeting prep pulls from the CRM, not Nitrogen. You walk into a review meeting with stale risk data because nobody synced the two systems. It's not hard to do. It's just another thing on a list that never gets shorter.
OpenClaw connects to Nitrogen through the API, reads your client and portfolio data, and acts on it. Here's what that looks like in practice.
When a prospect completes their risk questionnaire, OpenClaw detects it through the API, reads their Risk Number, and sends a personalized follow-up within minutes. "Thanks for completing the assessment, Sarah. Your Risk Number came in at 54, which tells us you're comfortable with moderate growth. Let's talk about what that means for your portfolio." Specific. Timely. Not a template.
OpenClaw monitors your client portfolios through the Nitrogen API and checks them against their Risk Numbers and 95% Historical Range. When a portfolio drifts outside tolerance, OpenClaw sends you a summary with the specific holdings causing the drift and a suggested talking point for the client. You reach out before they reach out to you.
After a discovery meeting, OpenClaw reads the client's Risk Number and current portfolio from Nitrogen, compares it against your model portfolios, and drafts an email to the client with a summary of findings. You review it, hit send, and skip the 30 minutes of manual proposal prep. The data was already there. OpenClaw just assembled it.
OpenClaw reads Risk Numbers, questionnaire completion dates, and portfolio analytics from Nitrogen, then writes that data to your CRM (Redtail, Wealthbox, or others). When a client's Risk Number changes from 62 to 45 after a life event, your CRM reflects it within minutes. No manual entry. No stale data in your meeting prep.
Before each client review, OpenClaw pulls the client's current Risk Number, portfolio holdings, and any drift data from Nitrogen. It generates a one-page meeting brief with talking points: where the portfolio sits relative to the 95% Historical Range, any allocation changes since last review, and whether a new risk questionnaire is overdue. Delivered to your inbox before you walk into the meeting.
OpenClaw checks which clients haven't completed their annual risk questionnaire. Instead of a generic batch email, it sends personalized reminders that reference the client's last assessment date and current portfolio context. "Hi Mark, your last risk assessment was 14 months ago, and the market has shifted since then. Takes about 5 minutes." Completion rates go up when messages feel personal.
OpenClaw is an open-source AI assistant that connects to the tools you already use and operates them for you. Email, calendar, CRM, messaging. It reads, it responds, it takes action. It runs on your own devices, so your data stays yours.
It's not a chatbot you paste into a website. It's an operator that works behind the scenes, handling the tasks you keep putting off because there aren't enough hours in the day.
Three real scenarios where OpenClaw and Nitrogen work together.
You emailed a prospect your Riskalyze questionnaire link after a phone call. They fill it out at 9:12 PM. OpenClaw detects the completion through the API, reads their Risk Number (67), and sends a follow-up email within three minutes. "Looks like you're comfortable with growth-oriented strategies. I've put together some initial thoughts based on your profile. Want to meet Thursday at 2?" The prospect replies "yes" before you've finished dinner. You wake up to a booked meeting.
Your firm manages 150 client households. OpenClaw checks every portfolio against its Risk Number daily through the Nitrogen API. On a volatile Tuesday, seven clients drift outside their 95% Historical Range. By 8 AM, each advisor has a briefing: which clients are affected, what's causing it, and a draft email for each one. Your clients hear from you before the market close. They feel taken care of. The firm across town is still reviewing dashboards.
Your compliance team requires annual risk questionnaire updates. OpenClaw checks Nitrogen for clients whose last assessment is over 11 months old and sends personalized reminders. When they complete it, OpenClaw compares the new Risk Number to the old one, notes any shift, and adds it to the client's record in Redtail. Before the annual review meeting, it generates a one-page summary with the Risk Number history, portfolio performance, and suggested discussion points. The advisor walks in prepared without doing any prep.
Three steps. We handle the technical work.
We configure the OAuth 2.0 connection so OpenClaw can securely access your Nitrogen data. Client records, Risk Numbers, portfolio holdings, questionnaire status, and proposal data. If you also use a CRM like Redtail or Wealthbox, we connect that too. Everything linked on day one.
Your client segments. Your drift thresholds. Your communication style. Your model portfolios. We set up OpenClaw to understand how your practice works so it follows up, alerts, and prepares materials the way you would. Not generic financial advice language. Your voice, your process.
Questionnaires get completed, and follow-ups go out automatically. Portfolios drift, and you get alerted with context. Review meetings approach, and prep documents appear in your inbox. You review the first few days, tell us what to adjust, and we fine-tune. Within a week, it's handling the operational work on its own.
One-time setup. No monthly fees from us. No contracts.
See if this makes sense for your practice.
Free
Full Nitrogen integration over screen share.
$1,200
We come to your office. NYC area.
$2,400
OpenClaw + Riskalyze works for advisory practices of all sizes. See related pages:
Book a free 15-minute call. We'll look at your Nitrogen setup together and figure out where OpenClaw can take the operational work off your plate.
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