Financial Advisor’s Fastest

CLIENT ACQUISITION SYSTEM

Every required enrollment task easily done in 4 minutes. Without Error. Fully Compliant.

GATHER CLIENTS 30X FASTER

GATHER CLIENTS
30X FASTER

Don’t lose momentum when a prospect says “you’re hired”.  Enroll them quickly!

Don’t lose momentum when a prospect says “you’re hired”.  Enroll them quickly!

30X PRODUCTIVITY

It wont take long to see a significant return on your investment with this system.

Streamline all apps into one easy-to-use dashboard

Bulletproof your enrollment compliance instantly

Automate redundant work and save significant time

30X PRODUCTIVITY

It wont take long to see a significant return on your investment with this system.

Streamline all apps into one easy-to-use dashboard

Bulletproof your enrollment compliance instantly

Automate redundant work and save significant time

30X SPEED

Powered by the quickest onboarding software built for financial advisors.

“It’s hilariously fast” 

Save time. Save money. Grow bigger.

30X SPEED

Powered by the quickest onboarding software built for financial advisors.

“It’s hilariously fast” 

Save time. Save money. Grow bigger.

GET TO DONE, FASTER

30x increase in productivity by working less?  Yep.
We take the paper and the work out of ‘paperwork’.

GET TO DONE, FASTER

30x increase in productivity by working less?  Yep. We take the paper and the work out of ‘paperwork’.

CLIENTS IN MINUTES

Contracts & ADVs

Execute client agreements in a flash. All parties instantly receive copies of completed agreements and required disclosures.

BONUS:  Instantly amend and update existing agreements when a client profile changes.

Suitability & IPS

Determine client suitability with a short quiz held within our enrollment module or import it from an existing risk profile integration.  IPS is built automatically.

CRM & Compliance

Our tools connect and update with your CRM – meaning: no more redundant data entry.  Every step of the process is also rigorously tracked for compliance.

Accounts

As client information is input, the correct investment accounts start opening at your custodian.

Even the best firms report full client onboarding taking at least an hour.  Our easy-to-use platform ensures you get it done in less than 1/10th of the time.

CLIENTS IN MINUTES

Contracts & ADVs

Execute client agreements in a flash. All parties instantly receive copies of completed agreements and required disclosures.

BONUS:  Instantly amend and update existing agreements when a client profile changes.

Suitability & IPS

Determine client suitability with a short quiz held within our enrollment module or import it from an existing risk profile integration.  IPS is built automatically.

CRM & Compliance

Our tools connect and update with your CRM – meaning: no more redundant data entry.  Every step of the process is also rigorously tracked for compliance.

Accounts

As client information is input, the correct investment accounts start opening at your custodian.

Even the best firms report full client onboarding taking at least an hour.  Our easy-to-use platform ensures you get it done in less than 1/10th of the time.

UPGRADE YOUR FIRM

UPGRADE
YOUR FIRM

Instantly gain hours (or weeks) of time every year. Enroll clients anytime, anyplace and on any device.

Instantly gain hours (or weeks) of time every year. Enroll clients anytime, anyplace and on any device.

SPEED

The fastest software for engaging new clients compliantly.

SIMPLICITY

You won’t struggle when using this system, it’s easy!

SUPPORT

Get results quickly with us by your side. We’re here as you need.

Spend your time serving clients and finding new ones; that’s where the money is. If you’re doing anything else, we need to talk asap.

Spend your time serving clients and finding new ones; that’s where the money is. If you’re doing anything else, we need to talk asap.

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The Bitsy Advisor platform & software
service is in compliance with FINRA