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