Become great at

Get the client growth & compliance software your highest performing peers won't go without.

Just a few of your leading peers who trust Bitsy

Grow in any market because customers always want instant

Become the advisor known for saving weeks of time otherwise wasted on tedious, yet required tasks.

Instantly become a world-class operator

Speed, accuracy and enhanced compliance power your next phase of growth.

Trust the 1,000+ high-performing advisors who leverage Bitsy

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!

Auto-populate all your paperwork instantly

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.

eBook: Invest in You
Advisor Software and Your Competitive Edge
If you're focused on growing your practice, you must leverage the power of effective fintech software that delivers results, this guide will shorten your learning curve.

"Onboarding is fast, easy and headache free." - Jalinski

"Bitsy significantly enhances our onboarding flow while improving compliance requirements.  It's a no-brainer."

Wealth Quarterback is saving 2+ weeks of time every year with Bitsy

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)

View case studies

Clients will love how easy it is to hire you

In a few minutes and a few clicks, hiring you is done ─ a headache free onboarding experience.

Why Bitsy?

Because clients demand fast, easy and safe when hiring you

Secret Pitch Deck
Our Story and Fast Growth as a SaaS Company
Learn why we built Bitsy and how we've become one of the fastest growing advisor software companies in the marketplace. Access never shared before content below!

Stop wasting time because it's everyone's most valuable asset

Why waste hours engaging clients? That's frustrating.

Be a hero and get it all done in a few minutes.

Get results for your business

Leverage the advisor software the nation's best can't live without.

Empowering Teams
Automate your process and grow bigger, faster, all with less effort
Build your desired workflow in a few clicks, or let us do it for you. Friendly updates and reminders for all involved keeps you, your team and clients moving forward, without any extra effort.
Request a demo
With Bitsy's secure data forms, prospects and clients give you information on their time, not yours. Then Bitsy autopopulates that data everywhere for you!
Request a demo
Let Bitsy complete all your menial, yet required tasks for you. Everything is done with a few clicks and in less than 5 minutes. See what we mean when you book a short demo below!
Request a demo

Build your unstoppable client gathering machine

With a few clicks, you can streamline your workflow into one powerfully simple, easy-to-use dashboard.

See integrations
eBook: Electrify Client Building
Grow Faster with Less Headache and Mistakes
Learn how to leverage different software tools that are fast, accurate, easy to use and even easier to implement.

Bitsy upgrades your practice with military-grade data security

AES 256-BIT Encryption
Protect your client's data at the highest level.
KYC & client authentication
Reduce compliance risk by quickly and safely identifying your clients.
Secure data sharing
Easily keep clients up-to-date with Bitsy's secure client portals.

Get $750 off

Simply make a referral
Claim 3 months!
Get 3 months off ($750+ value!)
When your referral joins Bitsy
They also get an extra 10% off