client onboarding system for advisors

Financial Advisors of all sizes—from startups to SEC registereds—use Bitsy’s software to fully onboard new clients in minutes, bullet-proof compliance, and speed up their growth online.

client onboarding system for advisors

Financial Advisors of all sizes—from startups to SEC registereds—use Bitsy’s software to fully onboard new clients in minutes, bullet-proof compliance, and speed up their growth online.

Trusted by your most important partners

Before Bitsy, we enrolled clients manually, which could take anywhere from one to three hours. Now we are able to fully onboard new clients in a matter of minutes! It just works. Highly recommend.

We built Bitsy just for our firm initially, but this tool helped us triple our book in a few months simply because we had so much more time to focus on high-profit activities instead of the redundant tasks that cause the most frustrations.

I’m familiar with many technologies available to advisors and I think Bitsy is by far the best for practice efficiency.  This system makes it easy to engage clients in minutes and without errors.  I highly recommend Bitsy to all my advisor clients!

close more deals faster

Less data entry means more time to focus on high-profit activity.

grow bigger in record time

For ambitious financial advisors, Bitsy makes client enrollment as simple, fast, and compliant as possible. Easily maximize revenue potential by giving your team a digital onboarding Ferrari.

       Bullet-proof, SEC level compliance

       Full client enrollment in minutes

       Automatic data population

       Integration with existing tools

7

minutes to fully enroll new clients (average across all members).

2.5+

weeks gained every year to focus on more profitable activities.

5

compliance line items continually solved for audit (at minimum).

grow bigger in record time

For ambitious financial advisors, Bitsy makes client enrollment as simple, fast, and compliant as possible. Easily maximize revenue potential by giving your team a digital onboarding Ferrari.

       Bullet-proof, SEC level compliance

       Full client enrollment in minutes

       Automatic data population

       Integration with existing tools

7

minutes to fully enroll new clients (average across all members).

2.5+

weeks gained every year to focus on more profitable activities.

5

compliance line items continually solved for audit (at minimum).

Let’s just say this system is light years ahead of what’s available to advisors, it’s actually quite hilarious.  Bitsy is a ‘no-brainer’.

go mobile, go faster

Remove any hindrance from acquiring new clients—never again will you need to be ‘in the office’ to grow your book. Deliver an amazingly simple digital experience & ink new deals wherever, whenever.

go mobile, go faster

Remove any hindrance from acquiring new clients—never again will you need to be ‘in the office’ to grow your book. Deliver an amazingly simple digital experience & ink new deals wherever, whenever.

Why Bitsy

technology-first approach to onboarding

fast-evolving system

We constantly improve throughout the year to help you stay ahead of industry shifts. 

battle-tested reliability

Our systems operate with 99.9%+ uptime. Bitsy is certified to the highest compliance standards.

unmatched speed & precision

We execute on and optimize at every level of the onboarding process to boost revenue and reduce waste.

fast-evolving system

We constantly improve throughout the year to help you stay ahead of industry shifts. 

battle-tested reliability

Our systems operate with 99.9%+ uptime. Bitsy is certified to the highest compliance standards.

unmatched speed & precision

We execute on and optimize at every level of the onboarding process to boost revenue and reduce waste.

optimize your team in minutes

Some systems take months to master. With Bitsy, you can set your team up for maximum productivity in minutes. You can even connect your CRM and migrate your clients from another firm in no time.

grow while remote

Give your remote team the power to grow you bigger, faster. Unlock a suite of tools built with you in mind—reducing your headaches and powering your freedom.

save weeks of time 

You’ll love the results Bitsy delivers.

see why advisors love bitsy

Meet Bitsy

About

Tech School

Integrations

Resources

Training

Blog

Case studies

Whitepapers

Legal

Compliance

GDPR

Terms 

Privacy

Security

Payments

Insurance

Fees

CCPA

SOC I & II

SOC III & ISO

Get help

Contact

Email Sales

Email Tech Team

Email Support

Contact Billing

© BA Platform Holdings LLC 2020

learn more right now

Just enter your information below and you’ll get a short video demonstration on what you get with Bitsy…

billing support

3 + 3 =

general support

14 + 6 =