Since June 2018, Nifty Advisor Support is changing how financial advisors use and retain industry talent by providing our support solution as an option for long-term growth. We believe in holistic client experiences from attracting the prospect, responding to the initial inquiry, navigating client onboarding, staying on top of ongoing maintenance, and assisting with financial planning. We reimagine what it means to have reliable support to RIAs everywhere so you can worry less and spend more time doing what you love.
Our mission is to foster an inclusive environment for learning, collaboration, and growth within the financial planning industry that caters to multiple careers, backgrounds, and lifestyles.
Our vision is to be the industry leader in virtual and sustainable business solutions for Registered Investment Advisors.