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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.