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.

  • 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
  • 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

  • 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

Are you ready to meet Nifty?

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