No matter how big or small your team, Bitsy has a package for your needs.
How much is your time worth?
*You/Officer based on $100 hourly wage
Frequently Asked Questions
Nope! Bitsy builds advisor software that's user-friendly because you, team and/or clients don't have time to waste learning yet another system. Access Bitsy University to shorten your learning curve when you join!
Yes! As long as your CRM is filled with your client's details, Bitsy can make rolling your entire firm over quick and painless. Book a demo to see how we can help!
Paid subscriptions require a Visa, Mastercard, Amex, Discover or a Paypal account. We only accept online payments except for enterprise level clientele, in which we accept check or wire transfers. All payments are non-refundable.
Yes, we offer discounts to enterprise clientele based on user base. We also offer discounts in the form of free months of service, provided you refer prospects who become users of Bitsy's service. To know more, go to our pricing page and click get started under your preferred payment tier.