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Everything you need to get going with Bitsy!

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How to store all contracts in zip

How to buy more tokens

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SUPPORT FAQs

Why does bitsy need access to my apps?

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).

How do I get more customization?

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.

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COMPANY

About Bitsy

Careers

Contact

FAQs

LEGAL

Privacy Policy

Terms of Service

Security

Fee Arrangement

Guarantee

Compliance

RESOURCES

Training

Blog

Case Studies

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.