"Easy-to-use client building software that just works"

Doug Mentzer, The Mentzer Group

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Platform Overview

Bitsy's automation workspace is the only client engagement, advisor software built to help you reduce manual and redundant work, while driving more revenue with less effort.

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Our Products

Exceed your goals at every stage of the prospect/client engagement process with this easy-to-use, highly secure and highly accurate advisor software platform. Bitsy's automation system has the most critical tools a financial advisor can leverage for online growth.

It's the one place financial advisory firms can go to execute all of their most important (and most redundant) tasks, communicate with customers, easily understand what to do next and get the analytics they need to reduce compliance stressors and win more deals.

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.
Analytics & Reporting
Full visibility into activity, outcome data and what generates the best results.
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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