ONGOING CORE SERVICES
Let's bridge the gap between you and your support.
We offer inclusive packages and retainer hour pricing because of your firm and whom you choose to serve. Without one or the other, your client experience begins to lack depth and consistency which can harm the impact of your holistic client experience.
Your Dream Team
You'll be paired with your Nifty Dream Team. Whether you're starting your marketing plan, streamlining your onboarding process, or refining your financial plans, you'll work directly with our team to elevate and optimize our talent on an ongoing basis.
After working with advisors of all ages, stages, and clients, we've molded the perfect client experience solution that allows advisors to start, grow, or sustain their RIAs without sacrificing the importance of creativity, technical skills, and industry expertise.
Digital Marketing & Communications
Receive a custom base to manage your social media and content calendar
Receive complimentary royalty-free music and stock photos when we create and design content
Unify your firm's brand and be proud to tell your story
Client Servicing &
Conveniently white-label us with your firm's email and branding
Delegate and spend more time in front of prospects and clients
Work collaboratively with Nifty Marketing and Paraplanning to provide holistic support to you and your book of business
(does not include Paraplanning Plus)
Nifty Paraplanning works securely from your systems and planning software
Receive a custom client summary for every new client entry with easy-to-understand client questions and observations
Work collaboratively with Nifty Servicing to communicate any service needs