Nitrogen announced its Fall 2025 product launch, which includes the AI Tax Center, a new solution intended to make tax planning conversations easier for financial advisors. The AI Tax Center integrates Tax Snapshot, a client-presentable visualization of the 1040 tax form, and AI Insights that point out essential data points, resulting in tax conversations that are more understandable and interactive. This addition is part of Nitrogen’s broader AI strategy, which also includes enhancements to the AI Research Center, AI Planning Center, and AI Risk Center, aiming to provide advisors with comprehensive tools for client meetings. As CEO Dan Zitting stated, “By embedding AI across every client-facing experience, we’re revolutionizing how advisors prepare, present, and deliver value.”
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The AI Tax Center will be available for launch in November 2025 at a monthly subscription fee of $99, and an early-bird special of $79 per month for preorder. Other Fall 2025 releases include AI Discovery in the Research Center for easy security searching, expanded planning tools with stress tests for retirement cases, and enhanced AI Statement Capture for reliable portfolio imports. The AI Meeting Center now includes a single pane of meetings, AI-curated meeting notes, and actionable insights, in addition to broader CRM integrations with Wealthbox, Redtail, Salesforce, Zoom, Teams, and Google Meet. These advancements are designed to enable advisors to provide more tailored and effective financial advice.