Nifty

Proudly serving RIAs across the United States

In a word, Michelle is "Amazing". She reliably executes tasks that are time-sensitive and critical for client service delivery. She has supported me in every task I have put before her; from design work to operations and paraplanning - she does quality work. She is highly competent, knowledgeable, and assumes the role of a partner in my business. I have recommended and recommend her and Nifty Advisor Support.

- Stephen J. Hazel CFP®, CeFT®,AIF®, ChFC®, RICP®, EA

Founder, Magnificent Life Financial Planning

Arizona

 

Save time and money with the creative, technical, and planning support you need as an independent Registered Investment Advisor. 

Your client experience begins when someone first sees your firm - and then stays to hear your story.
 

  • Quality brand and graphic design services

  • Custom social media and content management

  • Complimentary royalty-free music and stock photo use

20+ years of finserv experience... and we still love it!

  • White-label us as your primary support

  • Resolve NIGOs without picking up the phone

  • Gain the resource of the entire Nifty team

  • Holistically serve your clients

Confidently serve your client throughout the entire financial planning process.

  • Support MoneyGuidePro, eMoney, and RightCapital

  • Streamline your planning process

  • Collaborate with Nifty Servicing to provide the best client experience possible for you and your client

 

Why should you work with Nifty?

TRANSPARENT COMMUNICATION

We aren't satisfied unless our communication is seamless. With a live time-tracking report, personal chat channel, and recurring team video calls - we effortlessly integrate with your firm in a virtual collaborative environment. We also offer additional opportunities throughout the year for advisors to heighten the value of their partnership with Nifty.

DEDICATED

SUPPORT

As a premium service provider, we won't leave you stranded after you spend hours and dollars on training an in-house hire. You'll be paired with a Nifty team member based on your unique ongoing headaches and challenges. You'll soon wonder why you didn't outsource earlier! Our team is here when you are with no overhead (or headaches) included.

SECURELY

STORED

Each Nifty team member is required to pass a full background check and sign a Non Disclosure Agreement upon being hired. Nifty is also completely cloud-based while using secured password storage and two-factor authentication when it is available. We regularly stay up-to-date on regulatory and industry technology changes.

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