PLANS AND PRICING

We’re here to help:
Special initial pricing for advisors & teams impacted by Covid-19

$9,995

Team

Advanced solutions that take your firm to the top.

PLAN FEATURES

Unlimited users

Unlimited client tokens

Free sms authentication ($395 value)

Customized compliance

7 dev hours ($1,155 value)

Custom agreements

401(k) contracts module

Speedy KYC module

PMQ module

Dedicated support team

White labeling

Integration support

Support team training ($1,650 value)

GUARANTEE

You get what you pay for or your money back

FAQs

What are client tokens and how many do I need?

A client token is spent every time you enroll “1 individual”.

1 token = 1 individual

The number of tokens you need depends on the number of individual persons you enroll every year.  Don’t worry, if you need more than the scheduled allotment, we offer extra tokens and give bigger discounts for higher volume purchases.

Do my tokens rollover?

We allow you to carry over 50% of what you have remaining at the end of the month/year.

ex:  100 remaining > 50 rollover to next year at the end of your billing cycle.

Can I change my plan later?

Yes, you can upgrade or downgrade at any time.  If you choose to upgrade, you’ll pay a pro-rated amout for the rest of the month.  If you choose to downgrade, you’ll be credited on your next billing cycle.

What if I decide to cancel?

If you no longer wish to use Bitsy in your practice, you are welcome to cancel at any time.  Keep in mind, if you’ve used all of your tokens or requested custom development, you will not receive all of your money back.  This is done to ensure users don’t abuse the system.  See our full refund policy here.

30-60 Day Guarantee?

Results based.  If you can prove that Bitsy has not sped up your client enrollment speed, you qualify for a full refund less any token and/or customization costs.

Can I get a discount?

Yes!  When you choose to pre-pay for a year of service, we automatically give you around 25% off (package level dependent).  We also offer an immediate 8% discount to fast decision makers if you purchase on demo-day (that is: while you’re on the phone with us during your demo).  

Do I need to be tech savvy or have coding experience?

Nope!  This system was built with the end-user in mind, for ease, simplicity, beauty and efficiency.  Most users report mastery within a day or two.

What if I have more questions?

Try finding what you need on our help and support page.  If you don’t find what you’re looking for or just want to talk to a human, you can get help here.

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COMPANY

About Bitsy

Leadership

Values

Careers

Contact

FAQs

LEGAL

Privacy Policy

Terms of Service

Security

Fee Arrangement

Copyright

Coverage

Guarantee

Compliance

RESOURCES

Training

Case Studies

Integrations

Blog

White Papers

Support

SOLUTIONS

AutoEnroll

Speedy KYC

401(k) Contract

PMQ

Custom Work

COMPANY

About Bitsy

Leadership

Values

Careers

Contact

FAQs

LEGAL

Privacy Policy

Terms of Service

Security

Fee Arrangement

Copyright

Coverage

Guarantee

Compliance

RESOURCES

Training

Case Studies

Integrations

Blog

White Papers

Support

SOLUTIONS

AutoEnroll

Speedy KYC

401(k) Contract

PMQ

Custom Work

© 2020 BA Platform Holdings, LLC. All Rights Reserved.

© 2020 BA Platform Holdings, LLC. All Rights Reserved.