Handshake

Leave your prospect and client frustrations with us.

Meet the client experience agency for Registered Investment Advisors

Experience with no training required

An amazing client experience starts with your team.

Nifty Advisor Support is the premiere client experience agency exclusively for Registered Investment Advisors. We've worked with over 100+ advisory firms across the United States through their most critical business stages. With an established understanding of the most popular fintech systems and industry best practices, partner with the leading U.S.-based virtual team of the most reliable, trustworthy, and experienced professionals.
The Nifty Team

Outsource the people so you can drive your passion.

  • Available 9am-5pm Eastern
  • Must be a U.S. Citizen
  • 100% remote team
  • Background checked
  • Proven expertise in their field
  • Passed experience vetting process
  • Demonstrated experience working remotely
  • Positive reference checks

We take the guesswork out of managing your client experience.

Strategy

Our team compiled modern industry best practices when it comes to your marketing, operations, and planning strategy as a business owner. With quarterly assessments and audits, we'll move your business forward without the guesswork involved that makes up the core of your service-based business.

Virtual Assistance
Perfect for the "do-it-yourself" advisor, our leading virtual assistant solution empowers you to make those strategic decisions without having to manage them. While virtual assistance does not include strategic direction from our team, you will gain the hands of fintech enthusiasts and creative trailblazers that seem to just make everything work.

You're only a few steps away from greatness.

1.

Select a service and submit an inquiry!

2.

We'll review your application and schedule a time to chat with you about your business needs.

3.

Confirm the service(s) you'd like to engage in.

4.

We'll speak to our team and propose a start date for your engagement.

5.

We'll introduce your virtual team during your kick-off call!

 

Recent Articles