the backbone for growth
Get the Formula 1 car built just to engage new clients. Simple to setup and even easier to use, with a workflow built to drive more revenue, faster.
We keep our partner list short on purpose
Find out why →








simplify your tech stack
You need less tools that work 10x better—the secret to higher performance. Bitsy agonizes over simplifying your practice, so you can get more done AND have more time to enjoy as you please.

save weeks of time
You’ll love the results Bitsy delivers.
see why advisors love bitsy
Legal
Compliance
GDPR
Terms
Security
Payments
Insurance
Fees
CCPA
SOC I & II
Get help
Contact
Email Sales
Email Tech Team
Email Support
Contact Billing
Meet Bitsy
Product
Team

© BA Platform Holdings LLC 2020
billing support
general support
simplicity is king
More integrations and more technology than is absolutely necessary means more complication and more opportunity for tech to fail. This is the last thing you want when building trust with clientele. Which is why we won’t connect with every possible tech vendor out there. We give you only what you need to go faster than you ever have before.