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our mission is to improve the advisory experience

Bitsy is a technology company that builds enrollment/compliance centric software for financial advisors. Firms of every size—from new startups to wirehouses—use our software to quickly enroll new clients and improve their compliance online.

the potential of the online advisor

Businesses are growing faster online than anywhere else, yet only 3% of global commerce happens on the internet.

SEC/FINRA complexity, a slowly adapting financial system, and a shortage of easy-to-use yet highly efficient software applications are suffocating an advisor’s potential growth.

Removing the headaches to enrollment helps more new advisors thrive, optimizes growth for existing firms, and increases client satisfaction and retention overall.

the potential of the online advisor

Businesses are growing faster online than anywhere else, yet only 3% of global commerce happens on the internet.

SEC/FINRA complexity, a slowly adapting financial system, and a shortage of easy-to-use yet highly efficient software applications are suffocating an advisor’s potential growth.

Removing the headaches to enrollment helps more new advisors thrive, optimizes growth for existing firms, and increases client satisfaction and retention overall.

 

the new standard for new accounts

Bitsy combines a speedy enrollment platform with robust compliance metrics that delight both advisor and client.

PLATFORM

Poised atop our powerful platform are applications to execute contracts instantly, prevent mistakes, and reduce effort.

COMPLIANCE

Our heartbeat is a powerful compliance engine that makes moving money easy.

“Bitsy puts advisors light years ahead of the competition!”

the new standard for new accounts

Bitsy combines a speedy enrollment platform with robust compliance metrics that delight both advisor and client.

PLATFORM

Poised atop our powerful platform are applications to execute contracts instantly, prevent mistakes, and reduce effort.

COMPLIANCE

Our heartbeat is a powerful compliance engine that makes moving money easy.

“Bitsy puts advisors light years ahead of the competition!”

the new standard for new accounts

Bitsy combines a speedy enrollment platform with robust compliance metrics that delight both advisor and client.

PLATFORM

Poised atop our powerful platform are applications to execute contracts instantly, prevent mistakes, and reduce effort.

COMPLIANCE

Our heartbeat is a powerful compliance engine that makes moving money easy.

“Bitsy puts advisors light years ahead of the competition!”

save weeks of time 

You’ll love the results Bitsy delivers.

see why advisors love bitsy

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