Leave your prospect and client frustrations with us.

Meet the virtual assistant exclusively for independent Registered Investment Advisors.

Experience with no training required

Proudly serving RIAs across the United States

002-connection-yellow.png

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.
006-person-yellow.png

INDUSTRY VETS

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

VIRTUAL PROS

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

Work with

Client Experience Experts from A to Z

DESIGN & MARKETING

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.

4.

Meet your dedicated team of virtual experts.