ONGOING CORE SERVICES
Let's bridge the gap between you and your support.
when you're in a dire need for a creative genius.
when technology and custodians are always against you.
when your planning software wasn't covered in your planning class.
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Receive a custom base to manage your social media and content calendar
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Receive complimentary royalty-free music and stock photos when we create and design content
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Unify your firm's brand and be proud to tell your story
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Conveniently white-label us with your firm's email and branding
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Delegate and spend more time in front of prospects and clients
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Work collaboratively with Nifty Marketing and Paraplanning to provide holistic support to you and your book of business
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Nifty Paraplanning works securely from your systems and planning software
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Receive a custom client summary for every new client entry with easy-to-understand client questions and observations
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Work collaboratively with Nifty Servicing to communicate any service needs