Overview
The Nitrogen Wealth integration with Asset Map imports member information as well as assets and Nitrogen Wealth scores. Two importing options are available:
Import a client from Nitrogen to create a household in Asset-Map.
Connect a member to a Nitrogen Wealth contact from within an existing household to import their assets.
*Note: The household created by this integration is dependent upon the quality and accuracy of the data entered at the source. Generally, good and accurate data will result in a successful import into Asset-Map Platform.
The Nitrogen Wealth Knowledge Base also has a review of this integration, found here.
Import a Client from Nitrogen Wealth to Make a Household
Create households in Asset-Map fast by importing client information.
Access the Asset-Map Integrations page: Click your likeness in the upper right area and select Integrations.
Activate the integration: On the Nitrogen panel, click the "Activate" button.
Authenticate: Enter your Nitrogen credentials to activate the integration.
On the Asset-Map Integrations page click the Create Household button in the upper right area.
Click the Nitrogen panel.
Search for the Nitrogen client: Enter the client's name in the search field and click the magnifying glass icon.
Click "Import" on the desired contact.
Click "View" to view the client's Asset-Map
For ongoing alignment, sync the household with Nitrogen right from the Asset-Map. Right-click a blank are and select the "Integrations" option on the right-click menu.
Connect a Household Member to Nitrogen Wealth
Link client information from Nitrogen Wealth with an existing, unlinked Household on the Asset Map.
Access the Household level integration page
Open the desired household in Asset-Map.
On the household's Summary page, click "Nitrogen" on the Integrations panel.
Search for a contact's name in the "Import from Nitrogen" search field.
When found a new drop-menu will appear listing the members on the Asset-Map. Select the desired member to import to.
Click "Import".
The page will display the linked members and risk scores.
Master tips:
You can also "Unlink" a member from Nitrogen Wealth on this page.
You can also sync from this page.
Hide/Unhide Nitrogen Wealth Scores
When linked, the user has the option to hide or show the Nitrogen Wealth scores using the Show Nitrogen Wealth switch on the Actions menu:
Nitrogen Wealth Tabs
Various pages from within Nitrogen Wealth can be accessed directly from Asset Map using the member edit page from the Asset-Map. By clicking on the appropriate Household Member and selecting the Nitrogen Wealth tab the Nitrogen Wealth Client and/or Nitrogen Wealth Portfolio can be accessed:
Similarly, if an imported financial instrument within Asset Map is selected the associated client in Nitrogen Wealth can be viewed as well as the associated portfolio:
Synchronization Options
Synchronizing with Nitrogen keeps values up-to-date. Do this in preparation for client meetings. Asset-Map provides a variety of locations to sync from:
The left navigation Actions option(colored cross)
Right-click (alt-click) menu on the Asset-Map
Household Summary page, Integration panel
Nitrogen integration page (navigate from the Household Summary page)
On member and financial edit page in the Nitrogen panel
FAQ and Troubleshooting Guide
This guide provides solutions for common issues regarding the integration between Asset-Map and Nitrogen Wealth.
Quick Links
Connection & Setup Errors
Issue: "Invalid Refresh Token" or "Broken" Connection
Symptoms: You receive an error message stating the connection is broken or has an invalid token.
Cause: This usually occurs if the integration was connected from a different computer or if the security token has expired.
Solution:
In Asset-Map, click your name in the top right and select Integrations.
Locate Nitrogen and click Reset (or Unlink).
Enable the integration again by entering your Nitrogen username and password.
Issue: Error When Enabling the Integration
Symptoms: You receive an error immediately when trying to enable the integration.
Possible Causes & Solutions:
Assistant Credentials: You may be using "Assistant" (Delegate) level credentials. Assistant users cannot set up direct integrations; only Advisor level users can establish the connection. Please use the credentials of the Advisor account holder.
Zero Dollar Accounts: Ensure you are not attempting to import empty accounts (see Data Import section below).
Issue: Cannot Find Clients When Searching
Symptoms: You search for a client in the integration window, but no results appear.
Possible Causes & Solutions:
Cookie Timeout: The session may have timed out. Deactivate and Reactivate the integration to refresh the connection.
Search Terms: Try searching for only part of the name rather than the full name to avoid spelling mismatches.
Shared Contacts: Clients shared between two advisors in Nitrogen cannot be imported into Asset-Map.
Data Import & Visibility Issues
Issue: Financials Do Not Appear on the Asset-Map
Symptoms: The sync completes, but specific financial instruments are missing from the map.
Solution:
Check Hidden Assets: The asset might be imported but hidden. Click the Search and Select tool (magnifying glass) in Asset-Map to view the inventory. If the asset is listed there, unhide it to reveal it on the map.
Insurance risk scores do not import from Nitrogen.
Issue: "Import" Link Won't Go Away (No Error Message)
Symptoms: You click import, but nothing happens and no error message is displayed.
Cause: This often happens if the accounts in the Nitrogen contact have a $0 balance.
Solution: Check the accounts in Nitrogen. Ensure all accounts have a balance greater than zero, then attempt the import again.
Issue: Risk Numbers/Scores are Missing
Symptoms: The assets appear, but the Nitrogen Risk Number is not visible on the map.
Possible Causes and Solutions:
Toggle risk scores to ON.
Open the View Menu (right-side toggle menu) on the Asset-Map.
Ensure the Nitrogen switch is toggled ON.
No risk score for the client.
The likely cause for a missing client risk score is that they have not completed the risk evaluation in Nitrogen.
Synchronization & Update Issues
Issue: Re-syncing Creates Duplicate Accounts
Symptoms: After syncing, you see duplicate tiles for the same accounts instead of updates to the existing ones.
Cause: This happens if a new portfolio was created in Nitrogen rather than updating the current portfolio.
Solution:
In Nitrogen: Avoid creating new portfolios. Instead, use the "Actions" > "Sync now" button to refresh the current portfolio or manually adjust existing investments.
In Asset-Map: If you have already created duplicates, you must manually delete the old tiles in Asset-Map.
Issue: "fname" Error During Sync
Symptoms: A warning triangle appears with an "fname" error message.
Cause: The Client ID has changed within Nitrogen. This typically happens if clients were merged, deleted, or un-shared/re-shared.
Solution:
Reconnect the Client: You must re-link the Asset-Map household to the "new" version of the client in Nitrogen to update the ID.
Issue: Data Disappears or Reverts to Old Values
Symptoms: Edited financials disappear, or new tiles appear as if importing for the first time.
Cause: Chain Linking. This occurs when data is passed through multiple integrations (e.g., Advyzon → Nitrogen → Asset-Map).
Note: Asset-Map does not support chain-linking. Data feeds controlled by third parties can break the formatting required for Asset-Map.
Solution: Import data directly from the source integration into Asset-Map, rather than daisy-chaining through Nitrogen.
Important Notes
Browser Consistency: Synchronizing while using different browsers (e.g., Chrome vs. Firefox) may cause failures. Please utilize the same browser for both platforms.
Data Quality: The quality of the import depends on the accuracy of the source data. Ensure data in Nitrogen is clean before importing.
Does Asset-Map aggregate multi-member risk scores?
A: Asset-Map does not aggregate multi-member Nitrogen scores.
Advisors who use Nitrogen either do one of the following:
Treat the entire household under one client email by having one combined risk number (completed by one party but mindful of each other) and then upload all their portfolio holdings into one "client" in Nitrogen Wealth. When they sync with Asset-Map, they are bringing over scores for that one party and then adjusting the location of the asset ownership on the Asset-Map; or...
Both members complete the scoring. In this case you should be putting the portfolio of each person with the actual owner in Nitrogen Wealth. But this causes a problem with joint assets: Who should you put joint assets under? Then you SYNC BOTH people in Nitrogen and Asset-Map by going to the Household Details and looking for the other client (Asset-Map member).
The other thing you could do is do a modified #2 above when you want both numbers of their risk target to show but one score of the portfolio as a household. Put all the assets under one party in Nitrogen Wealth and then none under the second person. When you sync both members you will get independent targets for each of them and a single portfolio score next to the primary member.
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