FAQs: get answers in the fastest way

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Client Security?

Our #1 priority.  Our security provider is trusted by some of the worlds brightest companies like Lyft, Venmo, Trivago & Citrix to name a few.

what is bitsy exactly?

It’s simple really.  You are required to do a list of activities when enrolling new clients.  This process usually takes at least 30 minutes to complete everything compliantly, if not longer.  Our system just optimizes this process for you, getting it done in about 5 minutes.  Giving you and your team time and freedom to focus on more profitable activities, more leisure, etc.  

Audit-proof?

We ensure a few line items on your audit list will be complete.  They are:

  • Compliant advisory agreements
  • Proof of disclosure delivery with timestamps & email records
  • Investor policy statements
  • Suitability

You’ll never worry about or miss these requirements again!

Long Term Contracts?

Nope.  Not officially, if you commit to a year (discount), if you refer friends, we give you even more discounts.

30-60 Day Guarantee?

Results based.  If you can prove that Bitsy has not sped up your client enrollment speed, you qualify for a full refund less any customization costs.

What are client tokens and how many do I need?

A client token is spent every time you enroll “1 individual”.

1 token = 1 individual

The number of tokens you need depends on the number of individual persons you enroll every year.  Don’t worry, if you need more than the scheduled allotment, we offer extra tokens and give bigger discounts for higher volume purchases.

Do my tokens rollover?

We allow you to carry over 50% of what you have remaining at the end of the month/year.

ex:  100 remaining > 50 rollover to next year at the end of your billing cycle.

How do I track our enrollment comliance?

You don’t!  It’s done for you automatically.

Does this work outside of USA?

It depends.  If you give us all that is required under your country’s law(s), then it’s likely we can help you.

Can I change my plan later?

Yes, you can upgrade or downgrade at any time.  If you choose to upgrade, you’ll pay a pro-rated amout for the rest of the month.  If you choose to downgrade, you’ll be credited on your next billing cycle.

How do I convince my boss to use Bitsy?

Ask them how long it really takes to fully enroll new clients, start to finish.  Then ask how interesting full enrollment in less than 10 minutes would be.  If that’s not interesting enough to at least start a conversation with us, don’t waste your energy selling it. 

Disclosure Delivery?

Happens on every new signup automatically.  You can’t mess this up!

Proof of disclosure delivery?

Bitsy shows proof of disclosure delivery 3 times before a client is fully enrolled.  You can find a timestamp of when an agreement was executed, as well as when disclosures were delivered within the client section of your dashboard.

How do I know Bitsy is legit?

We stand by what we’ve built and everything you need to know about us is public.  We also wouldn’t have established integration partnerships with Salesforce, Redtail, TDA, Wealthbox, and/or Riskalyze unless we were credible.

Who can access client information?

We do not have access to your client’s information unless we have express permission AND phone authorization from an authorized person within your firm. We only access client information for the purpose of deleting such client, after it is legally okay to do so, and/or fixing bugs within our system.  You will be notified via email and/or while on the phone as to when we are accessing such information and when we are done.

Proof of document/disclosure delivery to client(s)?

Firm admin & client receive an email immediately after enrollment completion, with copies of executed contract, disclosures & any other compliance document(s) offered/required by your firm.  Timestamp of contract execution and disclosure delivery held within your dashboard, under your clients tab.

What if I decide to cancel?

If you no longer wish to use Bitsy in your practice, you are welcome to cancel at any time.  Keep in mind, if you’ve used all of your tokens or requested custom development, you will not receive all of your money back.  This is done to ensure users don’t abuse the system.  See our full refund policy here.

Refunds?

We guarantee the quality of our product.  If you don’t get results within 60 days, Bitsy is free.  We do reserve the right to deny serial refunders: those who come and go.

Can I get a discount?

Yes!  When you choose to pre-pay for a year of service, we automatically give you around 25% off (package level dependent).  We also offer an immediate 8% discount to fast decision makers if you purchase on demo-day (that is: while you’re on the phone with us during your demo).  

How long does setup take?

Minutes if you use our default setup.  A few hours if you customize.

Do I need to be tech savvy or have coding experience?

Nope!  This system was built with the end-user in mind, for ease, simplicity, beauty and efficiency.  Most users report mastery within a day or two.

Compliance updates?

We retain world-class RIA attorneys to keep you continually up-to-date and in-line with your state and national compliance regualtions.  You even gain access to their time, should you need it!

Changes to Terms of Service?

We notify in writing 30 days prior.  See Terms of Service.

How do you charge?

Per advisor, though staff assisting such advisor(s) also have access to the system free of charge.

Client Information and Record Retention Requirements?

Our compliance staff keeps us up to date on such requirements, and removal can only happen upon request to our support staff so that users can not remove manually.  If advisor users request removal, we ask them if they are complying with required record retention periods before proceeding with removal.  If they are not in compliance we reserve the right to deny their request unless there is a legally accepted circumstance that would allow such removal.

What if I have more questions?

Try finding what you need on our help and support page.  If you don’t find what you’re looking for or just want to talk to a human, you can get help here.

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COMPANY

About Bitsy

Leadership

Values

Careers

Contact

FAQs

LEGAL

Privacy Policy

Terms of Service

Security

Fee Arrangement

Copyright

Coverage

Guarantee

Compliance

RESOURCES

Training

Case Studies

Integrations

Blog

White Papers

Support

SOLUTIONS

AutoEnroll

Speedy KYC

401(k) Contract

PMQ

Custom Work

COMPANY

About Bitsy

Leadership

Values

Careers

Contact

FAQs

LEGAL

Privacy Policy

Terms of Service

Security

Fee Arrangement

Copyright

Coverage

Guarantee

Compliance

RESOURCES

Training

Case Studies

Integrations

Blog

White Papers

Support

SOLUTIONS

AutoEnroll

Speedy KYC

401(k) Contract

PMQ

Custom Work

© 2020 BA Platform Holdings, LLC. All Rights Reserved.

© 2020 BA Platform Holdings, LLC. All Rights Reserved.