Proudly serving RIAs across the United States


Reclaim your business 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

Built on 20+ years of financial services experience.

  • We can be either client or non-client facing

  • Resolve custodial issues without picking up the phone

  • Instantly streamline your entire back-office support

  • Extensive technology and workflow experience

Confidently serve your client throughout the entire financial planning process.

  • Experience with MoneyGuidePro, eMoney, and RightCapital

  • Streamline your entire planning process

  • Planning recommendations and analysis


Why do firms 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.


Are you ready to meet Nifty?