Get the client growth & compliance software your highest performing peers won't go without.
Just a few of your leading peers who trust Bitsy
Become the advisor known for saving weeks of time otherwise wasted on tedious, yet required tasks.
Speed, accuracy and enhanced compliance power your next phase of growth.
Surprise and delight customers old and new with an easy-to-use and wildly simple engagement experience. This is the fastest advisor software available for client-building!
Prospects and clients give you their data on their time, not yours. Then when you're hired, all existing data prefills your engagement documents instantly, eliminating NIGO.
"Bitsy significantly enhances our onboarding flow while improving compliance requirements. It's a no-brainer."
Before Bitsy, Wealth Quarterback in New Jersey, was spending roughly 1 hour+ with every new client. After implementing Bitsy, they are onboarding in about 10 minutes. They add at least 100 new clients (continued)
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In a few minutes and a few clicks, hiring you is done ─ a headache free onboarding experience.
Because clients demand fast, easy and safe when hiring you
Why waste hours engaging clients? That's frustrating.
Be a hero and get it all done in a few minutes.
Leverage the advisor software the nation's best can't live without.
With a few clicks, you can streamline your workflow into one powerfully simple, easy-to-use dashboard.
Join Leila, CEO & Founder at My RIA Lawyer as she talks about how Bitsy will significantly reduce your compliance risks without overhauling your practice.
