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Upgrade your back office

We build novel software to enhance
the asset gathering experience.

See 'OnBoard' Demo
Upgrade your back office

We build novel software to enhance the asset gathering experience.

See 'OnBoard' Demo

Streamline your
advisory practice

Spend less time doing paperwork. Do more
of what you do best: gathering assets.

Save time. Increase efficiency. Grow bigger.

check out our first of many powerful modules to come

‘OnBoard’ clients
in minutes

Complete advisory contracts electronically with simultaneous email delivery of ADVs & fully executed IACs to all parties involved.

Streamline your
advisory practice

Spend less time doing paperwork. Do more
of what you do best: gathering assets.

Save time. Increase efficiency. Grow bigger.

check out our first of many
powerful modules to come

‘OnBoard’ clients
in minutes

Complete advisory contracts electronically with simultaneous email delivery of ADVs & fully executed IACs to all parties involved.

OnBoard 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.

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