Simplify client engagement

Financial Advisor firms of all sizes — from boutiques to broker/dealers — use Bitsy's software and integrations to engage prospects, expedite onboarding and ensure compliance online.

Expediting growth for thousands of financial advisors

It's easy to get started

  • 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

Simplify your workflow
Upload your firm specific forms and Bitsy will do all the data filling for you.
Engage your customers
Make it easy for your people to share their data securely.
Get hired in minutes
With a few clicks and minimal effort, enrollment is done.

Featured Integrations

See all Integrations

All tedious tasks done for you


Do more of what you do best

With engagement hassles gone, your day gets more productive.


Simplify and automate data-gathering workflows

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 keeps everyone on task with automatic reminders.


Full onboarding, fully done in moments

Why lose hours engaging clients? That's frustrating.

Be a hero and get it all done in under 5 minutes.


Automatic record-keeping simplifies your life

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. Simplicity is better.

Grow in any market because customers always want instant

Guarantee success by investing in an amazing customer experience.

"Onboarding is fast, easy and headache free." - Jalinski

"Bitsy significantly enhances our onboarding flow while improving compliance requirements.  It's a no-brainer."

Wealth Quarterback is saving 2+ weeks of time every year with Bitsy

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)

View case studies

Get results for your business

Leverage the advisor software your peers can't live without.

Empowering Teams
Automate your process and grow bigger, faster, all with less effort
Build your desired workflow in a few clicks, or let us do it for you. Friendly updates and reminders for all involved keeps you, your team and clients moving forward, without any extra effort.
Request a demo
With Bitsy's secure data forms, prospects and clients give you information on their time, not yours. Then Bitsy autopopulates that data everywhere for you!
Request a demo
Let Bitsy complete all your menial, yet required tasks for you. Everything is done with a few clicks and in less than 5 minutes. See what we mean when you book a short demo below!
Request a demo

Build your unstoppable client engagement machine

With a few clicks, you can streamline your workflow into one powerfully simple, easy-to-use dashboard.

See integrations
eBook: Electrify Client Building
Grow Faster with Less Headache and Mistakes
Learn how to leverage different software tools that are fast, accurate, easy to use and even easier to implement.

Bitsy upgrades your practice with military-grade data security

AES 256-BIT Encryption
Protect your client's data at the highest level.
KYC & client authentication
Reduce compliance risk by quickly and safely identifying your clients.
Secure data sharing
Easily keep clients up-to-date with Bitsy's secure client portals.


Trust compliance officers who recommend Bitsy

Instantly reduce ongoing compliance efforts and headaches — simplicity here lowers stress.

Ready to See Bitsy in Action?

Use Bitsy now