Select Page

The Online Client Onboarding Tool that makes growth easy

Join 500+ financial advisors using Bitsy. Take the stress out of enrollment, boost client satisfaction and watch your practice grow like crazy.

See why 500+ Advisors trust Bitsy to grow their practice

“The fastest, most compliant enrollment system we’ve ever seen. All advisors need this.”

“We were fed up with onboarding headaches, then we found Bitsy. Game changer to say the least.”

“Bitsy is light years ahead of what’s available to advisors. This system is a no brainer for any serious advisor.”

“The fastest, most compliant enrollment system we’ve ever seen. All advisors need this.”

“We were fed up with onboarding headaches, then we found Bitsy. Game changer to say the least.”

“Bitsy is light years ahead of what’s available to advisors. This system is a no brainer for any serious advisor.”

Take the headaches out of acquiring new clients

The process is involved, time-consuming and comes with mistakes that frustrate everyone.  Delight new customers by getting this done in minutes, compliantly and mistake-free with Bitsy.

Before Bitsy, we enrolled clients the old-fashioned way, which cost us many hours. Now we are able to fully onboard new clients in a matter of minutes with Bitsy! It just works. Highly recommend.

Take the headaches out of acquiring new clients

The process is involved, time-consuming and comes with mistakes that frustrate everyone.  Delight new customers by getting this done in minutes, compliantly and mistake-free with Bitsy.

Before Bitsy, we enrolled clients the old-fashioned way, which cost us many hours. Now we are able to fully onboard new clients in a matter of minutes with Bitsy! It just works. Highly recommend.

How many hours are you losing each year?

The highest performing firms say client onboarding takes 2-5+ hours per new client.  Get this done with Bitsy in less than 10 minutes and save weeks of time every single year.

How many hours are you losing each year?

The highest performing firms say client onboarding takes 2-5+ hours per new client.  Get this done with Bitsy in less than 10 minutes and save weeks of time every single year.

Bullet-proof enrollment compliance, go faster and worry less

Compliance gets more intricate (and costly) each and every year. Stay safe and in-good-order at all times with our SEC level compliance backing you. Save weeks of time every year with less stress!

4

minutes to fully enroll new clients (average across all members).

2.5+

weeks gained every year to focus on more of what you want.

5

compliance line items continually solved for audit (at minimum).

Integrations

Seamlessly integrate Bitsy with third-party software. Remove workflow redundancies and keep all data safe and organized.

Unlock more potential

Remove the chaos of online practice growth using Bitsy.

Save Time on Required Tasks

Bitsy brings all your enrollment tasks into one simple, yet super fast online dashboard.

Enhance Customer Experience

Bitsy brings all your enrollment tasks into one simple, yet super fast online dashboard.

Upgrade Secuirty and Compliance

Bitsy brings all your enrollment tasks into one simple, yet super fast online dashboard.

Why Bitsy

Technology-first approach to onboarding

Fast-evolving system

We constantly improve throughout the year to help you stay ahead of industry shifts. 

Battle-tested reliability

Our systems operate with 99.9%+ uptime. Bitsy is certified to the highest compliance standards.

Unmatched speed & precision

You’ll execute on and optimize at every level of the onboarding process to boost revenue and reduce waste.

fast-evolving system

We constantly improve throughout the year to help you stay ahead of industry shifts. 

battle-tested reliability

Our systems operate with 99.9%+ uptime. Bitsy is certified to the highest compliance standards.

unmatched speed & precision

We execute on and optimize at every level of the onboarding process to boost revenue and reduce waste.

see why advisors love bitsy

Legal

Compliance

GDPR

Terms 

Security

Payments

Insurance

Fees

CCPA

SOC I & II

Get help

Contact

Email Sales

Email Tech Team

Email Support

Contact Billing

Meet Bitsy

Product

About

© BA Platform Holdings LLC 2021