Nifty Advisor Support

Financial Services - Silver Spring, MD, US

Nifty Advisor Support Employees
Kaylie Baird

Advisor Advocate and Paraplanner

Contact Kaylie Baird

Sandra Koengeter

Financial Advisor Advocate

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Amanda Yeager

Client Service Specialist

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Lesley Sun

Industry Operations Analyst

Contact Lesley Sun

Lesley Sun

Industry Operations Analyst

Contact Lesley Sun

Michelle Wong

Client Experience(CX) Strategist, Founder

Contact Michelle Wong

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Nifty Advisor Support Senior Management
Michelle Wong

Client Experience(CX) Strategist, Founder

Contact Michelle Wong

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Nifty Advisor Support Details

Leave your prospect and client frustrations with us.Immediate solutions with immediate results. After years of servicing advisors and their clients, we built Nifty to optimize your client experience so you don't have to.

Employees: 20 - 49
HQ: N/A
Location: Silver Spring, MD, US
Revenue: 2.5 - 5 Million
N/A
Nifty Advisor Support Technologies
Email Providers

Gmail

Load Balancers

Varnish

Other

Mobile Friendly

Hosting

Google Cloud Hosting

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