Accelerate Your Financial Practice
With us, it’s unbelievably easy to engage new prospects
and gather clients faster — All in one, modern onboarding platform.
Accelerate Your Financial Practice
Accelerate Your
Financial Practice
With us, it’s unbelievably easy to engage new prospects and gather clients faster — All in one, modern onboarding platform.
Our mission is to help advisors
enjoy more success, sooner
Our mission is to help advisors
enjoy more success, sooner
We get this done in a few simple steps and with a few powerful tools.
OUR SUCCESS STORY
Forrest Tuten, AWMA®
Founder & CEO, Bitsy Advisor
Former Owner-Advisor, Brittany Wealth Management
Our customers get results because we got results using this system. Before using our system, my own personal sales cycle was longer than necessary and compliant client enrollment took about 2 hours.
We started using the system and got more attention from more of the clients we wanted to work with in our practice. As well, new client enrollment went from 2 hours or more down to 7 minutes or less. It was easier, faster, more compliant, worked without flaw and freed us up to do more of what we wanted to do.
This system allows any advisor/advisory team to get more done by doing less, sure that sounds too good to be true, but it’s a simple matter of making a few minor tweaks to the business process and matching that with robust technology. It just works.
Forrest Tuten, AWMA®
Founder & CEO, Bitsy Advisor
Former Owner-Advisor, Brittany Wealth Management
Our customers get results because we got results using this system. Before using our system, my own personal sales cycle was longer than necessary and compliant client enrollment took about 2 hours.
We started using the system and got more attention from more of the clients we wanted to work with in our practice. As well, new client enrollment went from 2 hours or more down to 7 minutes or less. It was easier, faster, more compliant, worked without flaw and freed us up to do more of what we wanted to do.
This system allows any advisor/advisory team to get more done by doing less, sure that sounds too good to be true, but it’s a simple matter of making a few minor tweaks to the business process and matching that with robust technology. It just works.
Our system increases productivity
by decreasing workload
Our system increases productivity
by decreasing workload
We analyze, adjust and upgrade the engine, making you a well-oiled revenue machine.
ASSESS YOUR POTENTIAL
Advisor Audit
Advisor Audit
20% of your time likely drives 80% of your revenue. Think about it: of all you do, what are the most profitable activities? We free you to focus on those.
Our system strategically aligns you, your team and your practice to make more money, right now.
Unlock your true potential and start executing masterfully.
20% of your time likely drives 80% of your revenue. Think about it: of all you do, what are the most profitable activities? We free you to focus on those.
Our system strategically aligns you, your team and your practice to make more money, right now.
Unlock your true potential and start executing masterfully.
We build tools that make masterful
execution easy, fast and effortless
We build tools that make masterful execution easy, fast and effortless
Because we think technology should be simple, beautiful and surgically precise.
Acquire clients hilariously fast
Acquire clients
hilariously fast
Contracts & ADVs
Fully execute a robust, compliant client contract electronically in a few minutes. The firm, advisor and client receive copies of the completed agreement, along with required disclosures like firm ADVs, to ensure proof of a highly compliant client onboarding process.
These contracts can also be amended quickly with ease, ensuring your firm and corresponding clientele are always up-to-date.
Suitability & IPS
Quickly determine client suitability for one or all accounts being managed by your firm. Clients can either take a quick 7 question quiz (held within our enrollment software) to determine the risks they’d like to take, or if they know their investor profile, they can bypass it all together.
Updating CRM
Our tools seamlessly integrate with your CRM. This happens in one of two ways:
Data gets pulled from your CRM and autopopulates in our form fields…
OR
…Our enrollment software will automatically create a new client profile within your CRM once complete.
Opening Accounts
In about 5 minutes, your team can complete advisory contracts, deliver disclosures, determine suitability and build an IPS, update CRM and open investment accounts.
As client information is input in our module, it autopopulates everywhere else instantly and starts the account opening process at your custodian.
Our premier tool completes ALL THE ABOVE in one step
without error and with higher compliance, in about 5 minutes.
Acquire clients hilariously fast
Acquire clients
hilariously fast
Contracts & ADVs
Fully execute a robust, compliant client contract electronically in a few minutes. The firm, advisor and client receive copies of the completed agreement, along with required disclosures like firm ADVs, to ensure proof of a highly compliant client onboarding process.
These contracts can also be amended quickly with ease, ensuring your firm and corresponding clientele are always up-to-date.
Suitability & IPS
Quickly determine client suitability for one or all accounts being managed by your firm. Clients can either take a quick 7 question quiz (held within our enrollment software) to determine the risks they’d like to take, or if they know their investor profile, they can bypass it all together.
Updating CRM
Our tools seamlessly integrate with your CRM. This happens in one of two ways:
Data gets pulled from your CRM and autopopulates in our form fields…
OR
…Our enrollment software will automatically create a new client profile within your CRM once complete.
Opening Accounts
As client information is input in our module, it autopopulates everywhere else instantly and starts the account opening process at your custodian.
Our premier tool completes ALL THE ABOVE in one step without error and with higher compliance, in about 5 minutes.
With Bitsy, everything just works better
With Bitsy, everything
just works better
Because Bitsy connects all of your client enrollment operations into one, simplified system and works right out of the box, your firm will instantly and automatically execute better, faster and more compliantly, guaranteed.
OUR CURRENT INTEGRATION PARTNERS
OUR CURRENT
INTEGRATION PARTNERS
… Many more on the way …
say goodbye to redundant work
… Many more on the way …
say goodbye to redundant work
We help you deliver the perfect
client experience in minutes
We help you deliver the perfect
client experience in minutes
Gather clients on any device, anytime, anyplace. Easily accomodate anyone and go further, faster.
Take a lesson from e-commerce
Take a lesson from
e-commerce
Much like making a purchase, clients should experience pleasure when hiring you. Our tools deliver that feeling.
Take a lesson from e-commerce
Take a lesson from
e-commerce
Much like making a purchase, clients should experience pleasure when hiring you. Our tools deliver that feeling.
Take a look at your new dashboard
Take a look at your new dashboard
Powered by the quickest client enrollment software for financial advisors. “It’s hilariously fast”.
Powered by the quickest client enrollment software for financial advisors. “It’s hilariously fast”.
Optimize your practice on any device.
Benefits & features
Advanced Sales Insights
We help you implement top techniques from the world’s best firms. With us, your practice will be world-class.
Speed, Accuracy, Compliance
We build the fastest technologies that make client acquisition unbelievably quick, errorless and more compliant.
Minimal Learning Curve
We hyper-simplify everything you need to do, because you don’t have time to struggle through learning new things.
Jumpstart & Active Support
Implementing our solution on your own would be hard — so we partner with you to quickly deliver results.
Advanced Sales Insights
We help you implement top techniques from the world’s best firms. With us, your practice will be world-class.
Speed, Accuracy, Compliance
We build the fastest technologies that make client acquisition unbelievably quick, errorless and more compliant.
Minimal Learning Curve
We hyper-simplify everything you need to do, because you don’t have time to struggle through learning new things.
Jumpstart & Active Support
Implementing our solution on your own would be hard — so we partner with you to quickly deliver results.
Ready to
win more?
Book a quick, 15 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 win more?
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.
Win back hours (or weeks) every year
Win back hours (or weeks) every year
How much is that gain worth to your firm; more importantly, your revenue?
How much time is your firm wasting each year?
How much time is your
firm wasting each year?
Inputting client data
Making mistakes
Opening new accounts
Ensuring good order
Proving compliance
Our system cross-populates data between your apps, doesn’t make mistakes, opens accounts, ensures good order and improves compliance seamlessly, in minutes.
Inputting client data
Making mistakes
Opening new accounts
Ensuring good order
Proving compliance
Our system cross-populates data between your apps, doesn’t make mistakes, opens accounts, ensures good order and improves compliance seamlessly, in minutes.
Time is money, right?
Bitsy delivers everything you need to transform wasted time into more money.
Fast Support, World-Class
Community
Chat with us,
we’re easy to reach
Connect w/ the best,
grow stronger daily
Monthly webinars with the
Industry’s best Advisors
Coming soon…
Expert Support, World-Class
Community
Chat with us,
we’re easy to reach
Monthly webinars with the
Industry’s best Advisors
Coming soon…
Connect w/ the best,
grow stronger daily
FAQs
We make masterful execution 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?
Activity-based guarantee. If you do what we tell you to and don’t at least make your investment back, you’re eligible.
Can I preview a dashboard before joining?
Absolutely. It’s best to hop on a call with us for a walkthrough before committing.
Go faster with us!
Growth never felt easier.
Copyright Bitsy Advisor© 2020
The Bitsy Advisor platform & software
service is in compliance with FINRA
