Nifty

Leave your prospect and client frustrations with us.

THE VIRTUAL ASSISTANT FOR REGISTERED INVESTMENT ADVISORS

Industry experience with no training required

Proudly serving RIAs across the United States

 

Paraplanning

Client Servicing &

Operations

Digital Marketing & Communications

Confidently serve your client through deep, meaningful, and process-driven financial planning interactions.

  • Experience with MoneyGuidePro, eMoney, and RightCapital

  • Streamline your entire planning process

  • Planning recommendations and analysis

Easily alleviate the headache of managing your back and front-office operations.
  • Choose client or non-client facing support
  • Resolve custodial issues without picking up the phone
  • Instantly streamline your entire back-office support
  • Extensive technology and workflow experience
Expertly communicate with prospects and clients with engaging and beautiful content.
 
  • Quality brand and graphic design services
  • Custom social media and content management
  • Ongoing web maintenance
 

Immediate solutions with immediate results. After years of servicing advisors and their clients, we built Nifty to optimize your client experience so you don't have to.

  • No-fuss transparent communication.
  • No physical office required. We're 100% virtual.
  • Easy retainer billing model.
  • No long-term commitment required.
  • Flexibility and back-up support when you need it most.
  • Complimentary semi-annual strategy meetings.
  • Start, build, or maintain your RIA with ease.
 

Are you ready to meet Nifty?

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