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.
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.
Digital Marketing & Communications
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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
Client Servicing &
Operations
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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
Paraplanning
(does not include Paraplanning Plus)
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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