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.

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

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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

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Paraplanning

Planning process support

Data entry and document audits

Plan development and analysis

Planning and investment research

Case reviews

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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.

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.