VIRTUAL ASSISTANCE

We are currently in the process of updating our services as of January 1st, 2021 so our current packages and pricing below are subject to change. Thank you for your interest to work with us!

1. Choose

Your Package

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.

2. Optimize

Your Hours

We offer 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.

3. Meet

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.