Analytics & Reporting

Get a clear picture of your growth statuses and objectives in an instant. Simply put: data built around your goals gives you a clear path to your definition of success.

Bitsy gives you up-to-date data that's easy to understand and easy to make your next best decision from.

Bitsy makes it easier for you to digest important information built around your vision, so you can enjoy an easier route to where you're ultimately going.

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Other Featured Products

See all the other ways Bitsy simplifies your growth as a financial advisory firm below.

Outreach Automation
Simplified data capture and entry that makes the fact-finding and task management process easy.
Secure User Portals
An easy way for customers to securely share their data, receive updates and view disclosures from anywhere.
Audit Protection
Compliance is a robust list of record-keeping requirements. This will reduce that list, and your stress.
CRM Sync
When customer data flows to you, Bitsy automatically updates your CRM instantly.
E-signature
A significantly enhanced version of Docusign you can't get without Bitsy.
White-labeling
Enjoy all the benefits of this platform but with your branding all over it.
Batched Client Uploads
When you're growing quickly and need to onboard multiple clients at once, Bitsy has you covered.
Dedicated Support
Direct access to our friendly support team and/or our developers should you need anything at all.
Tailored Integrations
Bitsy does all the work to implement this system into your practice, you only need to show up ready to grow.
Tailored Integrations
Bitsy does all the work to implement this system into your practice, you only need to show up ready to grow.

Featured Integrations

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