
Where advisors build amazing human experiences
Equip your firm with the expertise to navigate every interaction within your business
Meet Our TeamOur Solutions
Carefully crafted to meet your business needs
Virtual Assistance
Dedicated hourly implementation support for your biggest digital marketing, client servicing, and financial planning needs
Collective Coaching
An extension of our virtual assistance service, you will be placed in a Nifty-led collective coaching group with other Nifty Advisors facing similar business challenges
On-Demand Recruiting
Gain instant peace-of-mind with fractional recruiting when hiring and talent demands appear when you least expect it
Why is your ‘human experience’ important?
As a business owner, you, your employees and your clients crave amazing human experiences. The human experience molds our views of others, emotions, thoughts, beliefs, and decisions. Their experiences with your business effects their level of commitment to you as an employer or as their trust financial planner.
At Nifty, we’re passionate about the industry and the people who are in it. We bring extensive expertise in fintech, processes, and management to propel your business towards success. Everyday, we are elevating every touchpoint in the human experience to modernize advisory firms across the United States.
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Let’s Get Started!
Ready to become a Nifty Advisor?
Complete our questions
Complete your onboarding questions before the kick off call so you can prepare for the awesome partnership ahead.
Review our resources
Understand what we need from you and what you need from us to ensure a seamless onboarding experience.
Implement your ideas
Collaborate with us and watch the wheels turn. During this stage, we promote clear, constructive, and inclusive communication.
Analyze and realign
We’ll evaluate your successes and failures (both minor and major!) every six months to ensure we adjust to any significant business shifts.
Why We’re Different
Understand why advisors choose Nifty
We Lead With Intention
We value knowing our people as much as we value understanding our work. With inventive solutions for clients and talent, you can trust that every recommendation and interaction will align with your business’s mission, purpose, and values.
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Our Firm is Your Firm
We place a strong emphasis on complying with state and SEC-regulatory standards for Registered Investment Advisors. We conduct thorough background checks and cybersecurity audits, in addition to maintaining fidelity bond, cybersecurity, and professional liability insurance. These measures are put in place so you are confident partnering with us every step of the way.
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