Proudly serving RIAs across the United States
In a word, Michelle is "Amazing". She reliably executes tasks that are time-sensitive and critical for client service delivery. She has supported me in every task I have put before her; from design work to operations and paraplanning - she does quality work. She is highly competent, knowledgeable, and assumes the role of a partner in my business. I have recommended and recommend her and Nifty Advisor Support.
- Stephen J. Hazel CFP®, CeFT®,AIF®, ChFC®, RICP®, EA
Founder, Magnificent Life Financial Planning
Save time and money with the creative, technical, and planning support you need as an independent Registered Investment Advisor.
Your client experience begins when someone first sees your firm - and then stays to hear your story.
Quality brand and graphic design services
Custom social media and content management
Complimentary royalty-free music and stock photo use
20+ years of finserv experience... and we still love it!
White-label us as your primary support
Resolve NIGOs without picking up the phone
Gain the resource of the entire Nifty team
Holistically serve your clients
Confidently serve your client throughout the entire financial planning process.
Support MoneyGuidePro, eMoney, and RightCapital
Streamline your planning process
Collaborate with Nifty Servicing to provide the best client experience possible for you and your client
Why should you work with Nifty?
We aren't satisfied unless our communication is seamless. With a live time-tracking report, personal chat channel, and recurring team video calls - we effortlessly integrate with your firm in a virtual collaborative environment. We also offer additional opportunities throughout the year for advisors to heighten the value of their partnership with Nifty.
As a premium service provider, we won't leave you stranded after you spend hours and dollars on training an in-house hire. You'll be paired with a Nifty team member based on your unique ongoing headaches and challenges. You'll soon wonder why you didn't outsource earlier! Our team is here when you are with no overhead (or headaches) included.
Each Nifty team member is required to pass a full background check and sign a Non Disclosure Agreement upon being hired. Nifty is also completely cloud-based while using secured password storage and two-factor authentication when it is available. We regularly stay up-to-date on regulatory and industry technology changes.