Select Page

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

12 + 13 =

general support

6 + 2 =

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.