Leave your prospect and client frustrations with us.

Train in less time and hire without the headache.

Meet our virtual assistants exclusively for Registered Investment Advisors.

Experience with no training required

Proudly serving RIAs across the United States

U.S. BASED

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.

INDUSTRY VETS

With more than 30+ collective years of financial industry experience and working with financial planners, gain valuable expertise without wasting valuable time.

VIRTUAL PROS

We exercise virtual best practices to ensure proper communication and efficiency while you work with our dedicated team of virtual pros.
 

Expert virtual assistance to let your CX thrive

Marketing

Graphic designing
Copy and blog writing
Social media management
Video editing
Podcast editing
Website maintenance (less than 15 minutes per edit)
Content distribution
Campaign management
Presentation creation

Client Servicing

Workflow audits and maintenance
Custodial paperwork and support
Client and prospect management
Fintech data management
Data reconciliation
RMD maintenance and support
Compliance admin support
Filing and organization
Phone and email support

Paraplanning

Planning process support
Data entry and document audits
Plan development and analysis
Planning and investment research
Case reviews

Flexible services for flexible needs

Ongoing

One-time

Strategy

 

Start, grow, or sustain with ease

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.
 

Let's get started!

1.

Submit an application and chat with us!

2.

Choose your service tier and hours.

3.

We'll build your virtual team and propose a start date.

4.

Meet your dedicated team of virtual experts.