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Say goodbye to redundant workflows – we’ll keep adding to our suite of connections to continually make your job easier.

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It’s easy to become a world-class advisor with Bitsy

Before Bitsy:  Slow manual process, 3+ hour new client enrollment

After Bitsy: 5 minutes to fully enroll new clients, with upgraded SEC level compliance.

Quote:  “Before Bitsy, we opened new accounts manually, which could take anywhere from one to three hours. Now we are able to acquire new clients in a matter of minutes! It just works. Highly recommend.”

Before Bitsy:  Slow manual process, 7+ hour sales cycle, 2 hour enrollment

After Bitsy: 90 minute sales cycle, 5 minutes to fully enroll new clients, with upgraded SEC level compliance.

Quote:  “We built Bitsy just for our firm initially, but then we quickly tripled our book in a few months just by using this process and had to share with our peers.”

Testimonial:  I’m familiar with many technologies available to advisors and I think Bitsy is by far the best for practice efficiency.  This system makes it easy to engage clients in minutes and without errors.  I highly recommend Bitsy to all my advisor clients!

save weeks of time 

You’ll love the results Bitsy delivers.

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