Smart Pricing

Build a better practice by wooing your clients
with easy-to-use, cost-effective technology.

Get a Price
Smart Pricing

Build a better practice by wooing
your clients with easy-to-use,
cost-effective technology.

Get a Price

First month FREE for all new accounts

Earn more FREE months for referrring us

First month FREE for all new accounts

Earn more FREE months for referring us

Team

3 – 7 Advisors

Unlimited support

$36/advisor

monthly cost

Wirehouse

8+ Advisors

Dedicated support team

Custom

Minimum 1 quarter of service to start
save an extra 10% when you pay annually

Pricing FAQ

We’ve made it super simple.

Any hidden fees?

Not really.  Should you need custom forms, there is a nominal setup charge.  Other than that, it’s the membership price only.

Are my payments secure?

Your security is our #1 priority. We use Stripe for all payments, who has the highest security certification possible in the industry.

Learn more about security here

Is the listed price all we pay?

Yes. Unless you require form(s) customization, which incurs a small setup charge.

Refunds?

100% satisfaction guarantee.  Anything within reason is eligible.

Is the OnBoard module all you offer?

Currently, yes.  We plan on building other modules based on desire & demand.  Please tell us what you’d like us to build next!

Open an account with us!

Paperwork never felt this easy.

Ready to
optimize?

Book a quick, 5 minute call to learn how.

We are focused on highly efficient process, super simple execution.

Why? Your business is about giving you more control & making you more money.

Bitsy is always there to help you enjoy both.

Book a time to get started.

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