NIFTY ADVISOR SUPPORT
Leave your prospect and client frustrations with us.
virtual assistant exclusively for independent Registered Investment Advisors.
Become a Nifty Advisor
View Packages and Pricing
Learn how Nifty Advisor Support supports financial education programs with
the HourHeart Project.
Experience with no training required
Proudly serving RIAs across the United States
With our team based within the United States, you can feel confident with every interaction and stay aligned with U.S. industry and financial planning standards.
With more than 30+ collective years of financial industry experience and working with financial planners, gain valuable expertise without wasting valuable time.
We exercise virtual best practices to ensure proper communication and efficiency while you work with our dedicated team of virtual pros.
Learn why advisors trust the Nifty team
Client Experience Experts
from A to Z
DESIGN & MARKETING
Create beautiful collateral and build an influential social media presence with our full-suite marketing solution.
Social media management
Blog and copywriting
Technical support and analysis
More than your back office, we work daily with financial planners and investment managers to streamline custodial and CRM operations to bring efficiency to the forefront.
Custodial paperwork and communication
With the unexpectedness that comes with planning work, we take a deep understanding of your prospects and clients to provide you consistent planning support and let you focus on what you do best.
Planning Data Entry and Maintenance
Research and analysis
EASY RETAINER MODEL
Work with the Nifty team on an easy-to-understand retainer model that renews in the beginning of every month.
IMPACTFUL AND INTENTIONAL
Driven by purpose and impact, we ensure each step you take is meaningful and intentional to ensure long-term business results.
FLEXIBLE, NOT FRUSTRATING
Designed with small businesses in mind, receive ongoing support that adapts to every business stage of your growing RIA firm.
Start, grow, or sustain with ease
Let's get started!
Submit an application and chat with us!
Choose your service(s) and hours.
We'll build your virtual team and propose a start date.
Meet your dedicated team of virtual experts.