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easy client onboarding

Bitsy helps you fully enroll new clients in 4 minutes, upgrade your compliance, integrate with tools you already use, grow your practice digitally, and reduce expenses.  Learn how other successful advisors are leveraging Bitsy to go further, faster.

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.

“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.”

what does onboarding clients involve?

Data capture and entry, suitability, disclosure delivery, advisory agreements, investment account papework and compliance 

how long is that taking you each time?

Many firms report spending at least 2 hours per new client, if not closer to 3-5+ hours, dependent upon back and forth activity

how does bitsy make this better?

Instead of losing 2-5+ hours enrolling new clients, Bitsy gets it done for you digitally in minutes, with minimal effort and robust compliance

do you want more time and less waste?

If you’d like spending less time on required activities to grow your business, Bitsy could work … If not, you don’t need this service

SEE WHY 500+ ADVISORS USE BITSY TO ACCELERATE THEIR REVENUE

Get the Formula 1 car built for practice growth. Simple to setup and even easier to use, with a workflow built to drive more profits, faster.

Let’s just say this system is light years ahead of what’s available to advisors, it’s actually quite hilarious.  Bitsy is a ‘no-brainer’.

Why Bitsy

technology-first approach to onboarding

fast-evolving system

Bitsy constantly improves 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

Fast execution and optimized at every level of the onboarding process to boost revenue and reduce waste.

fast-evolving system

Bitsy constantly improves 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

Fast execution and optimized at every level of the onboarding process to boost revenue and reduce waste.

grow bigger in record time

For ambitious financial advisors, Bitsy makes client enrollment as simple, fast, and compliant as possible. Easily maximize revenue potential by giving your team a digital onboarding Ferrari.

       Bullet-proof, SEC level compliance

       Full client enrollment in minutes

       Automatic data population

       Integration with existing tools

7

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

2.5+

weeks gained every year to focus on more profitable activities.

5

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

grow bigger in record time

For ambitious financial advisors, Bitsy makes client enrollment as simple, fast, and compliant as possible. Easily maximize revenue potential by giving your team a digital onboarding Ferrari.

       Bullet-proof, SEC level compliance

       Full client enrollment in minutes

       Automatic data population

       Integration with existing tools

7

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

2.5+

weeks gained every year to focus on more profitable activities.

5

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

go mobile, go faster

Remove any hindrance from acquiring new clients—never again will you need to be ‘in the office’ to grow your book. Deliver an amazingly simple digital experience & ink new deals wherever, whenever.

optimize your team in minutes

Some systems take months to master. With Bitsy, you can set your team up for maximum productivity in minutes. You can even connect your CRM and migrate your clients from another firm in no time.

grow while remote

Give your remote team the power to grow you bigger, faster. Unlock a suite of tools built with you in mind—reducing your headaches and powering your freedom.

save weeks of time 

You’ll love the results Bitsy delivers.

see why advisors love bitsy

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