Financial advisor tools that are powerful, beautiful and easy-to-use. Enjoy less data-gathering and input, less compliance headaches and less complication with customer engagement.
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
Expediting growth for thousands of financial advisors
ADVISOR REVIEW
Give all your customers the online experience they demand — your future depends on it.
Instantly
SOLUTIONS
With engagement hassles gone, your day gets more productive.
CUSTOMER OUTREACH
Put your data-intake workflows on autopilot with engaging forms that make it easy and safe for customers to share their information. Bitsy instantly auto populates contact data throughout your apps and continually keeps everyone on task with automatic reminders.
EXPEDITED ENROLLMENTS
Why lose hours enrolling clients? That's frustrating and costly for everyone involved.
Be a hero and get it all done in under 5 minutes.
ENGAGEMENT COMPLIANCE
Time is a precious commodity. Bitsy is a proven system built for speed, accuracy and compliance — tailored and optimized to proactively protect your practice, by reducing audit exposure. Simple makes everyone's work day better.
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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Leverage the advisor software your peers can't live without.
With a few clicks, you can streamline your workflow into one powerfully simple, easy-to-use dashboard.
COMPLIANCE REVIEW
Instantly reduce ongoing compliance efforts and headaches — simplicity here lowers stress.
Join Leila, CEO & Founder at My RIA Lawyer as she talks about how Bitsy will significantly reduce your compliance risks without overhauling your practice.
