LET'S BRIDGE THE GAP BETWEEN

YOU AND YOUR SUPPORT.

We believe in holistic client experiences and incredible industry support.

 

At Nifty, you can call us the support CHAMPIONS. We provide quality support and direction to the three key areas of your client experience. The higher level of support you choose, the more holistic your Nifty client experience becomes with each team member working individually, but also collaboratively, behind-the-scenes.

when you're in a dire need for a creative genius.

  • 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

when technology and custodians are always against you.

  • 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

when your planning software wasn't covered in your planning class.

  • 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

 

Imagine you hire one person that can do all the creative, technical, servicing, and planning work for you WITHOUT sacrificing quality.  Your imagination stops here. Learn about Nifty's inclusive pricing and service packages to cater to the changing needs for lifestyle or small RIA practices.

 

As an advisor, you'll be paired with your main Nifty contact that serves as the advocate for your firm and our team. Your main contact will walk you through the onboarding process, along with how to best work and delegate with us. With each task, you gain an entire knowledge bank pulled from different skill sets, talents, and industry experience based on your current needs and challenges. 

The larger our team grows, the bigger our knowledge and technology bank becomes.

Fidelity​

Charles Schwab

TD Ameritrade

SEI Private Trust Company

Shareholder Services Group

TradePMR

 

Redtail

Wealthbox

Salesforce

Orion

Capitect

MailChimp

PreciseFP

MoneyGuidePro

eMoney

Right Capital

DocuSign

Adobe Signature

Adobe Products

Microsoft Products

GSuite Products

Zapier

Integromat

Canva
Photoshop
 

Box

Dropbox

Sharefile

ComConnect

Are you ready to meet Nifty?

COPYRIGHT © 2018-2020 NIFTY ADVISOR SUPPORT, LLC