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.
Create beautiful collateral and build an influential social media presence with our full-suite marketing solution.
Graphic design
Social media management
Blog and copywriting
Web maintenance
Email management
Campaign management
Technical support and analysis
Content management
CLIENT SERVICING
& OPERATIONS
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
Workflow management
CRM management
Client communication
Vacation coverage
PARAPLANNING
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
Summary creation
Plan development
Research and analysis
Ongoing reviews
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!
1.
Submit an application and chat with us!
2.
Choose your service(s) and hours.
3.
We'll build your virtual team and propose a start date.
