Always up-to-date with Riskalyze-Bitsy
When you connect Riskalyze with Bitsy, you make it very easy for prospects and clients to quickly share and/or update their risk profile. Most importantly, you're always up-to-date with your prospect(s) and/or client(s) investor profile.
With this connection, you can ensure investor risk compliance at all times. Never worry about making improper investments on behalf of your people again. Bitsy instantly prefills their risk score, or forces them to create one (if not done already) before they're allowed to hire you. This automatically ensures that you/your firm are perpetually covered!
Benefits of this:
- No more chasing clients to complete their risk profile
- Risk profiles are required before moving forward, no more NIGO!
- Clients give you information on their time, not yours