Frequently Asked Questions
What is Nifty?
Nifty is a virtual assistant and outsourcing firm providing marketing, client servicing, and paraplanning support for U.S. based independent Registered Investment Advisors.
Which systems does Nifty provide?
Nifty provides each advisor with a few systems to ensure communication is reliable and transparent during their engagement with the Nifty team. All other systems are dependent on the advisor and are stored via LastPass.
What do you do with my client's information?
Absolutely nothing. Client information and paperwork is not stored on personal computers and our internal systems are securely cloud-based. We also conduct semi-annual cybersecurity audits with each team member to ensure the continued safety and security of information.
How do payments work?
For our retainer-based services, we require a minimum of 12 hours per month which is automatically billed via credit/debit card on the 1st of every month. Unused hours do not roll over from month-to-month.
I'm in! How do I partner with Nifty?
That's great news!
What happens when I cancel my contract?
Nifty requires at least 30 days in advance of cancelling service which will take affect 30 days after the last billing period.
Where are you located?
We are headquartered in Maryland, but our team is dispersed throughout the United States.
Is Nifty client-facing? Can you communicate with clients?
If you wish to white-label your assistant and have Nifty communicate with clients, you must be on a retainer model.
Who will be my VA?
At Nifty, teamwork makes the dream work.
What is a "VA" or a "Virtual Assistant"?
Many people have different interpretations of a Virtual Assistant (VA). In the world of virtual assistance, every Virtual Assistant offers a different set of skills and years of experience. There are many arguments that the term "virtual assistant" is NOT a role, but it is instead an industry. Any remote position that supports another role can be considered virtual assistance.
Is Nifty affiliated with any companies?
No, we are independently managed and funded.