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for growing financial advisors

gain 30%+ more clients | add $100k+ to income | enjoy more free time

Get proven results like our member advisors are, in 12 months or less! 

Bitsy has unlocked our ability to acquire clients in minutes. It just works and I highly recommend!” -Doug Mentzer, President at The Mentzer Group

in partnership with

★★★★★

Before Bitsy:  Low efficiency, manual process, hours to engage clients, time lost during audit.

With Bitsy:  High efficiency, improved compliance, minutes to acquire clients.

Quote: “Before Bitsy, we opened new accounts manually, which could take anywhere from one to three hours. Now we are able to acquire new clients in a matter of minutes! It just works. Highly recommend.”

Doug Mentzer, CFS, CIS, IAR

President, The Mentzer Group

FIRM DETAILS COMING SOON…

Testimony currently in compliance review

★★★★★

Before Bitsy:  90 minutes to fully onboard new clients. Using some technology but not as effectively as we could.

With Bitsy:  20 minutes to open new accounts. Very easy guidance on how to correctly implement all the right tools in all the right places.

Quote: “I told Forrest it would be a home run if we could just save 20 minutes for every new prospect/client sales cycle.  We bring on 500+ new clients/year across our 10+ advisors, so 20 minutes every time would be big.  Forrest found us 70 minutes just in new client enrollment alone…a savings of over 580 hours every year that would otherwise be wasted on paperwork and redundancies!

It cost ~$250/hr to run our business, so 580 hours protected from waste like that is like gaining $145,000 immediately.  We don’t even pay a fraction of that gain for Bitsy.  Not to mention how we’ve gotten our staff focused on activities that grow us bigger like client retention/engagement, marketing efforts, COI/lead development, etc.

We’re bringing on more advisors without having to hire more staff because we’re so efficient now, the gain Bitsy gives us is way more than the $145k mentioned above.  This system is a no-brainer”

CFP Advisor Firm

President, SEC Registered Firm

★★★★★

Before Bitsy:  Lots of ineffective tools that complicate an advisor’s practice.

With Bitsy:  Simple, beautiful, effective and easy-to-use system that gets results and improves compliance!

Quote: “I’m familiar with many technologies available to advisors and I think Bitsy is by far the best for practice efficiency.  This system makes it easy to engage clients in minutes and without errors, which drastically improves an advisors ability to gather new assets and enjoy more freedom.  I highly recommend Bitsy to all my advisor clients!”

Leila Shaver, J.D.

President, My RIA Lawyer

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COMPANY

About 

Careers

Contact

FAQs

LEGAL

Privacy Policy

Terms of Service

Security

Fee Arrangement

Guarantee

Compliance

RESOURCES

Training

Blog

Case Studies

SOLUTIONS

AutoEnroll

Speedy KYC

401(k) Contract

PMQ

Custom Work

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© 2020 BA Platform Holdings, LLC. All Rights Reserved.