Nitrogen announced the launch of Legacy Center, a new product designed to help financial advisors establish relationships with clients’ beneficiaries before wealth transfers occur. The announcement was made during the company’s Spring 2026 Product Launch Event and comes as advisors prepare for an estimated $84 trillion generational wealth transfer.
Legacy Center becomes Nitrogen’s fifth advisor product and introduces two new features, Legacy Map and Legacy Key, aimed at helping advisors proactively connect with the next generation of clients. The company also announced expanded capabilities for Tax Center and new upgrades to its AI engine, Nucleus™.
Nitrogen said its advisor survey found that 98% of advisors believe the generational wealth transfer will significantly impact their business, but only 42% currently have a working plan in place. The company noted that when clients pass away, assets frequently move to advisors who already have relationships with beneficiaries.
Legacy Map creates a visual overview of a client’s estate, including accounts, trusts, insurance policies, and beneficiaries tied to projected dollar values using data already stored within Nitrogen’s platform. The company said advisors can generate a complete estate picture within minutes.
Legacy Key builds on that by enabling advisors to send advisor-branded introductions directly to beneficiaries through Nitrogen. The feature is designed to create a client-approved connection between advisors and heirs before assets are transferred.
Legacy Map is available immediately, while Legacy Key will begin rolling out in June.
Nitrogen also announced new capabilities for Tax Center, its tax planning product introduced in late 2025. New scenario planning tools allow advisors to model the tax impact of life events such as filing status changes, income timing adjustments, and capital gains shifts directly within client profiles.
The updated Roth Conversion Calculator uses existing system data to estimate conversion costs, long-term retirement savings, and projected after-tax inheritance value for beneficiaries. Nitrogen said both features generate report elements that advisors can integrate into client deliverables.
Starting immediately, Tax Center will be included in Nitrogen Complete at no additional cost.
The company also said its AI engine, Nucleus™, has surpassed 10,000 advisor adopters since launching in February 2026. New enhancements include context-aware conversations across client tabs, expanded CRM search capabilities, Wealthbox integration as a native data source, and direct access to Research Center tools for conversational investment analytics.
Legacy Center is available immediately as a standalone add-on or through Nitrogen Complete, which bundles all five advisor products for a limited-time price of $419 per month. Nitrogen said all Nucleus and Tax Center updates are available immediately at no additional cost for eligible users.
