Help Desk
Immediate answers
for immediate results
Gain immediate answers on all of your questions around fintech, people, and processes to empower your day-to-day with the Nifty team.
- Ideal for the DIY advisor or firm executive who needs greater confidence in their practice management decisions
- Ideal for an unexperienced industry professional who needs applied industry guidance and training
- Receive a response within 24 business hours
- Receive up to five responses every 30 days, bulk your questions as needed
- Response will be given via Loom with video (as needed), audio, and an automated transcription
- Billed via retainer, $500 per month
Inquire About Our Help Desk
Frequent Advisor Questions
- “How do other advisors streamline their meeting follow up process?”
- “How do I ensure my team member is happy and engaged?”
- “How do you send an envelop using Schwab’s digital workflows?”
- “Do you recommend Wealthbox or Redtail, and why?”
- “My employee keeps dropping the ball. How can we edit our workflows that helps us work better together?”
- “What structure do you recommend for a successful email campaign?”
- “I’m experiencing a bug. What solution do you recommend?”