NIFTY ADVISOR SUPPORT
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.
Request your consultation
View Packages and Pricing
Learn how Nifty Advisor Support supports financial education programs with
the HourHeart Project.
Experience with no training required
Proudly serving RIAs across the United States
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.
With more than 30+ collective years of financial industry experience and working with financial planners, gain valuable expertise without wasting valuable time.
We exercise virtual best practices to ensure proper communication and efficiency while you work with our dedicated team of virtual pros.
Learn why advisors trust the Nifty team
Expert virtual assistance to let your
Copy and blog writing
Social media management
Website maintenance (less than 15 minutes per edit)
Workflow audits and maintenance
Custodial paperwork and support
Client and prospect management
Fintech data management
RMD maintenance and support
Compliance admin support
Filing and organization
Phone and email support
Planning process support
Data entry and document audits
Plan development and analysis
Planning and investment research
Flexible services for flexible needs
Explore Dedicated Virtual Assistance
Explore Paraplanning Plus
Submit Your Project Inquiry
Explore Our Pilot Programs (Coming Soon)
Not ready to commit to retainer services? Join the Nifty Advisor Network at only $35 per month
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!
Submit an application and chat with us!
Choose your service tier and hours.
We'll build your virtual team and propose a start date.
Meet your dedicated team of virtual experts.