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.
Growth Oriented
Safe & Secure
Quick & Easy
Compliant
Fast & Profitable
You-focused
Growth Oriented
Safe & Secure
Quick & Easy
Compliant
Fast & Profitable
You-focused
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?
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.
AUTO-IAC MODULE
VS
Feature
Mobile-ready
E-signature
Paperless
Fully Onboard Clients in 5 minutes or less
Built for Financial Planners/Advisers
Simultaneous Delivery of ADV Disclosures
Dashboard that Streamlines Compliance
Backed by RIA Compliance Attorneys
Amend Existing Contracts Easily
Compress All Contracts in zip.file for Audit
Detailed Proof of Disclosure Delivery
AUTO-IAC MODULE
VS
Feature
Mobile-ready
E-signature
Paperless
Fully Enroll Clients in 5 minutes or less
Built for Financial Planners & Advisers
Simultaneous Delivery of ADV Disclosures
Dashboard that Streamlines Compliance
Backed by RIA Compliance Attorneys
Amend Existing Contracts Easily
Compress All Contracts in zip.file for audit
Detailed Proof of Disclosure Delivery
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?
Gathering Client Data
Customizing Agreements
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