In order for Bitsy to automate your redundant data entry, both input and output, we must make secure connections with your existing technology.  This enables Bitsy to carry out all required client enrollment tasks, whether this is executing compliant agreements, determing/confirming suitability, delivering disclosures and/or firm documentation(s), KYC documentation, opening investment accounts, compliance reporting, updating CRM or updating any other elements within your application(s).

Bitsy will gladly begin or continue to white label our solution to your specific needs.  It’s simply a matter of requesting custom work.  Once we get your request, we’ll put you into our development queue. 

We will charge you an estimated price for total development before beginning work, we will guarantee your satisfaction and should we overcharge you for custom work delivered, we will refund the remaining amount to the card on file.