Financial Advisor’s Fastest
CLIENT ACQUISITION SYSTEM
Every required enrollment task easily done in 4 minutes. Without Error. Fully Compliant.
Fully enrolling new clients in 4 minutes with ease was a game-changer. We now had tons of time to spend on our most profitable activity: time with prospects and clients.
Because of Bitsy, we tripled our book in under 3 months. Which is why we opened our system to advisors nationwide.
B. Forrest Tuten, AWMA
Cofounder & CEO, Bitsy
Former advisor, Brittany Wealth
Before Bitsy we did our enrollments manually, which could take anywhere from one to three hours. Now we are able to enroll new clients in a matter of minutes! Its just works. Highly recommend.
Doug Mentzer, CFS, CIS, IAR
President, The Mentzer Group
GO 30X FASTER
More coming soon
GATHER CLIENTS 30X FASTER
GATHER CLIENTS
30X FASTER
It’s simple really. We just took a 60 – 180 minute process every financial advisor is required to do and compressed it into a 4 minute process.
It’s simple really. We just took a 60 – 180 minute process every financial advisor is required to do and compressed it into a 4 minute process.
30X PRODUCTIVITY
It wont take long to see a significant return on your investment with this platform.
Streamline all apps into one easy-to-use platform
Bulletproof your enrollment compliance instantly
Automate redundant work and save significant time
30X PRODUCTIVITY
It wont take long to see a significant return on your investment with this platform.
Streamline all apps into one easy-to-use platform
Bulletproof your enrollment compliance instantly
Automate redundant work and save significant time
30X SPEED
Powered by the quickest onboarding software built for financial advisors.
“It’s hilariously fast”
Save time. Save money. Grow bigger.
30X SPEED
Powered by the quickest onboarding software built for financial advisors.
“It’s hilariously fast”
Save time. Save money. Grow bigger.
GET TO DONE, FASTER
30x increase in productivity by working less? Yep.
We take the paper and the work out of ‘paperwork’.
GET TO DONE, FASTER
30x increase in productivity by working less? Yep. We take the paper and the work out of ‘paperwork’.
CLIENTS IN MINUTES
Contracts & ADVs
Execute client agreements in a flash. All parties instantly receive copies of completed agreements and required disclosures.
BONUS: Instantly amend and update existing agreements when a client profile changes.
Suitability & IPS
Determine client suitability with a short quiz held within our enrollment module or import it from an existing risk profile integration. IPS is built automatically.
CRM & Compliance
Our tools connect and update with your CRM – meaning: no more redundant data entry. Every step of the process is also rigorously tracked for compliance.
Accounts
As client information is input, the correct investment accounts start opening at your custodian.
Even the best firms report full client onboarding taking at least an hour. Our easy-to-use platform ensures you get it done in less than 1/10th of the time.
CLIENTS IN MINUTES
Contracts & ADVs
Execute client agreements in a flash. All parties instantly receive copies of completed agreements and required disclosures.
BONUS: Instantly amend and update existing agreements when a client profile changes.
Suitability & IPS
Determine client suitability with a short quiz held within our enrollment module or import it from an existing risk profile integration. IPS is built automatically.
CRM & Compliance
Our tools connect and update with your CRM – meaning: no more redundant data entry. Every step of the process is also rigorously tracked for compliance.
Accounts
As client information is input, the correct investment accounts start opening at your custodian.
Even the best firms report full client onboarding taking at least an hour. Our easy-to-use platform ensures you get it done in less than 1/10th of the time.
UPGRADE YOUR FIRM
UPGRADE
YOUR FIRM
Instantly gain hours (or weeks) of time every year. Enroll clients anytime, anyplace and on any device.
Instantly gain hours (or weeks) of time every year. Enroll clients anytime, anyplace and on any device.
SPEED
You get the fastest client acquisition software that’s errorless and compliant.
SIMPLICITY
We simplify everything — you won’t ever struggle using this platform.
SUPPORT
We’re here as you need us — ensuring you quickly and continually see results.
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. Timestamp of delivery held within your dashboard.
Refunds?
Come to us first and we’ll resolve it together. Your happiness is more important to us than a few dollars.
How long does it take to get setup?
Minutes if you use our default setup. A few hours if you customize.
Go faster with us!
Growth never felt easier.
Copyright Bitsy Advisor© 2020
The Bitsy Advisor platform & software
service is in compliance with FINRA
