Connect Bitsy with Riskalyze

Streamline your client’s risk analysis

Creating/updating your client’s risk profile will be a breeze.

Bitsy will automatically import client risk numbers into your onboarding process if they previously exist, or will prompt a risk assessment on the spot if they don’t, avoiding a NIGO!


Eliminate NIGO by never missing this step again

Instantly import

Connecting Riskalyze with Bitsy ensures that your client risk profile always attaches to your onboarding/updating workflows

Map custom fields

Customize data fields endlessly, knowing that all of your prospect/client data will autofill correctly — see what we mean

Already using Riskalyze?

Supercharge your workflow with Bitsy

Join 800+ advisors using Bitsy

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