Use Bitsy in minutes

Get fully setup and working in less than an hour

Basics
$90/month/advisor
Billed Annually
1 support staff seat
Secure client portal
Up to 50 client enrollments/year
Video support library
Growth
$120/month/advisor
Billed Annually
3 support staff seats
Secure client portal
Up to 200 client enrollments/year
3 Free development hours ($450 value)
Setup support
Video support library
Forms support (up to 2 forms)
Enterprise
Call
Custom Billing
Unlimited support staff seats
White labeled client portal
Unlimited client enrollments/year
Turn-key development ($10,000+ value)
Dedicated support team
Video support library
White glove form(s) implementation
Private Slack Channel (200+ users)
Professional
$2,540/year/advisor
Advanced tools to optimize your work
3 Free support staff seats
Secure client portal
3 Free development hours ($450 value)
Setup support
Video support library
15% Discount ($448+/yr value)
Enterprise
Call
Automation that unifies large teams
Unlimited support staff seats
White labeled client portal
Dedicated development team
Dedicated support team
Video support library
Up to 35% discount ($7,500+ value)
White glove form(s) implementation
Private Slack channel (300+ users)

How much is your time worth?

Choose Bitsy to significantly reduce your cost(s).

Engagement activities
Person
Estimated time
Monthly cost*
Data gathering and input
Support
20 - 30 minutes / day
$120 - $180
Workflow maintenance
You | Support
20 - 30 minutes / day
$120 - $1,000
Reminders, scheduling, finalizing
Support
20 - 30 minutes / day
$120 - $180
Compliance
Support | Officer
20 - 30 minutes / day
$120 - $1,000
Total
Assistant
≥ 26 - 40 hours / month
≥ $480 - $2,360 / month
*Support based on $18 hourly wage
*You/Officer based on $100 hourly wage

Frequently Asked Questions

Do I need to be tech savvy for this to work?

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!

I'm rolling over my firm, can Bitsy help?

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!

What types of payment do you accept?

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.

Do you offer discounts for Bitsy?

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.

Do you offer discounts for Military?

Without question, YES. We are so thankful for men and women who have and continue to serve. Please enjoy an extra 10% off in perpetuity on us, even if you've claimed other discounts!

I have more questions. Where can I find answers?

We'd love to help. You can try searching for what you need in our Help & Support site. If you don't find what you're looking for, please contact us for more help. We will get back to you as soon as possible (typically within a few hours).

The integrations you need

Get $750 off

Simply make a referral
Claim 3 months!
Get 3 months off ($750+ value!)
When your referral joins Bitsy
They also get an extra 10% off