Complete every enrollment task instantly with Bitsy's all-in-one, automated form-filling platform.
A few of your leading peers who trust Bitsy to grow faster
You are responsible for:
Collecting all pertinent data and filling it in across all of your forms
Opening all the correct investment accounts at the custodian
Delivering form CRS BEFORE you engage in a planning meetings
Delivering ADVs BEFORE or WHEN you sign advisory contracts
Ensuring risk profiles and suitability are accurate and complete
Completing advisory contracts & timestamping signing events
Maintaining books and records of all activities during enrollment
Keeping CRM and clientele up-to-date
How long is that actually taking you/team?
Faster than you could ever dream of doing them
A proven system built for speed and accuracy — tailored and optimized for your practice.
Give all your customers the digital experience they demand — your future depends on it.
Eliminate NIGO forever and grow with less stress.
Why lose hours engaging clients? That's frustrating.
Be a hero and get it all done in under 5 minutes.
Guarantee success by investing in an amazing customer experience.
"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.
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.
