ONGOING CORE SERVICES

Let's bridge the gap between you and your support.

2. Optimize

Your Hours

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.
 
View our pricing models on our Service Brochure.

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.
 
Click here to meet our amazing talent!

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.
 
View our package options on our Service Brochure.

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 &

Operations

  • 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

Paraplanning

(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