Bitsy immediately increases revenue capture by streamlining client engagement

We automate your mundane, yet required tasks so you can gather more A+ clients. It’s amazing that one simple tweak can make you so much more.

OUR SOLUTION IS SIMPLE

Clients expect speed.  Give it to them with our enrollment automation.  Win more business, make more money and increase your compliance in one simple step.

Trusted by high-performing firms

Bitsy streamlines operational efficiency. With us, any firm can win more while doing less.

Automation
powers profits

Save time and improve compliance. Auto-IAC simultaneously completes a robust client agreement, IPS and delivers ADVs within 3-5 minutes.

Automation
powers profits

Save time & improve your compliance practices. Auto-IAC simultaneously completes a robust client agreement, IPS & delivers ADVs within 3-5 minutes.

Financial Advisors gain $8,000+ per year using Bitsy automation

Streamline your practice effortlessly

Increase profitability, upgrade compliance, quickly amend existing client contracts, invite new clients and win back hours of time — right from your dashboard.

Optimize your practice on any device.

Streamline your practice effortlessly

Increase profitability, upgrade compliance, quickly amend existing client contracts, invite new clients and win back hours of time — right from your dashboard.

Optimize your practice on any device.

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Growth Oriented

Building & gathering assets are much more profitable than paperwork, let us do the mundane.
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Safe & Secure

All data is highly encrypted and secure for the protection of your firm & clientele.
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Quick & Easy

ZERO learning curve, works right out of the box, completes tedious tasks in minutes.
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Compliant

Worry less about audits, everything is timely, secure and tracked for undeniable proof.
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Fast & Profitable

Run your practice in a modern era, where technology quickly makes  you more money!
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You-focused

We’re easy to reach & ready to serve you. We don’t bind you to our service either.
agsdi-bar-chart

Growth Oriented

Building & gathering assets are much more profitable than paperwork, let us do the mundane.
agsdi-padlock

Safe & Secure

All data is highly encrypted and secure for the protection of your firm & clientele.
agsdi-flash

Quick & Easy

ZERO learning curve, works right out of the box, completes tedious tasks in minutes.
agsdi-target

Compliant

Worry less about audits, everything is timely, secure and tracked for undeniable proof.
agsdi-rocket

Fast & Profitable

Run your practice in a modern era, where technology quickly makes  you more money!
agsdi-facebook-like

You-focused

We’re easy to reach & ready to serve you. We don’t bind you to our service either.

Ready to
optimize?

Book a quick, 10 minute call to learn how.

We are focused on highly efficient process, super simple execution.

Why? Your business is about giving you more control & making you more money.

Bitsy is always there to help you enjoy both.

Book a time to get started.

$

Ready to
optimize?

Book a quick, 10 minute call to learn how.

We are focused on highly efficient process, super simple execution.

Why? Your business is about giving you more control & making you more money.

Bitsy is always there to help you enjoy both.

Book a time to get started.

 

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AUTO-IAC MODULE

VS

Feature

Mobile-ready

N
N

E-signature

N
N

Paperless

N
N

Fully Onboard Clients in 5 minutes or less

N
N

Built for Financial Planners/Advisers

N
N

Simultaneous Delivery of ADV Disclosures

N
N

Dashboard that Streamlines Compliance

N
N

Backed by RIA Compliance Attorneys

N
N

Amend Existing Contracts Easily

N
N

Compress All Contracts in zip.file for Audit

N
N

Detailed Proof of Disclosure Delivery

N
N

AUTO-IAC MODULE

VS

Feature

Mobile-ready

N
N

E-signature

N
N

Paperless

N
N

Fully Enroll Clients in 5 minutes or less

N
N

Built for Financial Planners & Advisers

N
N

Simultaneous Delivery of ADV Disclosures

N
N

Dashboard that Streamlines Compliance

N
N

Backed by RIA Compliance Attorneys

N
N

Amend Existing Contracts Easily

N
N

Compress All Contracts in zip.file for audit

N
N

Detailed Proof of Disclosure Delivery

N
N

Win back hours, if not
weeks of time per year

How much is that gain worth to your business?

  • Avg. time spent per week on required tasks with Bitsy
  • Avg. time wasted per week on required tasks without Bitsy

2 Hours

Low Monthly Fee

How much time is your firm wasting each year?

i

Gathering Client Data

Customizing Agreements

l

Adopting initials & signatures

Amending Contracts & ADVs

Proving compliant execution

Storing, updating & delivering

Time is money, right?

Bitsy delivers everything you need to transform wasted time into more money.

Auto-IAC FAQ

We make paperwork super simple.

Client security?

Our #1 priority.  Our security provider is trusted by some of the worlds brightest companies, below:

Access to executed IACs?

24/7 access for approved personnel. Whenever an auditor shows up, you’ll have what you need.

Proof of document delivery to client(s)?

Firm admin & client receive an email immediately after onboarding completion, with copies of executed IAC, ADVs & any other compliance document(s) offered/required by your firm.

Refunds?

100% satisfaction guarantee.  Anything within reason is eligible.

Can I preview a dashboard before joining?

Absolutely.  We’ve provided a short, 3 minute video of what you’d see as a member.

Open an account with us!

Growth never felt this easy.

Copyright Bitsy Advisor© 2020

The Bitsy Advisor platform & software
service is in compliance with FINRA