SECURITY

Protection you can trust

SECURITY

Protection you can trust

DATA SECURITY POLICY

We ensure the highest level of data encryption.  Our servers encrypt data via 256-bit SSL encryption.  We use the same security provider as Venmo, Citrix, Trivago & Lyft to name a few.

Only approved personnel within your organization can access sensitive client information.  Our developers and support staff will only ever have access to such information if, we need to fix bugs and we have express permission to do so.

OUR COMMITMENT

Security comes first.  We commit to continually improve the security of our system and it’s corresponding modules.  Our developers ensure industry best practices for review and testing of existing and new code, before delivery to members like you.

INCIDENT RESPONSE

If something happens that could cause you, your prospects and/or your clients harm, we’re on it asap.

By testing our incident response plan at least annually

By assigning certain employees to be available to deal with incidences 24/7

By being continually trained in incident response responsibilities

By using file-integrity monitoring systems to detect and prevent incidents

By keeping incident response plans continually updated according to industry standards

SECURITY FAQs

Client Security?

Our #1 priority.  Our security provider is trusted by some of the worlds brightest companies like Lyft, Venmo, Trivago & Citrix to name a few.

How do I know Bitsy is legit?

We stand by what we’ve built and everything you need to know about us is public.  We also wouldn’t have established integration partnerships with Salesforce, Redtail, TDA, Wealthbox, and/or Riskalyze unless we were credible.

Who can access client information?

We do not have access to your client’s information unless we have express permission AND phone authorization from an authorized person within your firm. We only access client information for the purpose of deleting such client, after it is legally okay to do so, and/or fixing bugs within our system.  You will be notified via email and/or while on the phone as to when we are accessing such information and when we are done.

Client Information and Record Retention Requirements?

Our compliance staff keeps us up to date on such requirements, and removal can only happen upon request to our support staff so that users can not remove manually.  If advisor users request removal, we ask them if they are complying with required record retention periods before proceeding with removal.  If they are not in compliance we reserve the right to deny their request unless there is a legally accepted circumstance that would allow such removal.

CONTINUITY PLAN

CRITICAL FUNCTIONS

Bitsy perpetually agrees to maintain a high level of successful operation of it’s services.  Regardless of what external forces may threaten the integrity of our system.

Should there be any level of disruption to our service(s), Bitsy proactively implements a solution before acquiring new customers.  

DEPENDENCIES

Bitsy acknowledges that it’s members rely on our system for compliant client acquisition.  We agree to continually maintain and upgrade the integrity of our system to ensure our members get more (where possible) in value, than what they pay for.

DOWNTIME

Where possible, Bitsy agrees to proactively acknowledge possible and current threats and complications to it’s system and to put aside all other activity to amend such faults, as quickly as possible.  We also agree to keep all members regularly apprised of ongoing circumstances, how they might be affected and what we’re doing to amend any complications.  This communication will happen at least once every 24 hours.

MAINTENANCE

Bitsy prides itself in being reliable; thus, we commit to regularly (at least 2 – 4 times annually) check the integrity of our system, tools and support capabilities to ensure our members experience little to no interruption in service.

We’re obsessed with things working well; after all, that’s what you pay us for.

CONTINUITY PLAN

CRITICAL FUNCTIONS

Bitsy perpetually agrees to maintain a high level of successful operation of it’s services.  Regardless of what external forces may threaten the integrity of our system.

Should there be any level of disruption to our service(s), Bitsy proactively implements a solution before acquiring new customers.

DEPENDENCIES

Bitsy acknowledges that it’s members rely on our system for compliant client acquisition.  We agree to continually maintain and upgrade the integrity of our system to ensure our members get more (where possible) in value, than what they pay for.

DOWNTIME

Where possible, Bitsy agrees to proactively acknowledge possible and current threats and complications to it’s system and to put aside all other activity to amend such faults, as quickly as possible.  We also agree to keep all members regularly apprised of ongoing circumstances, how they might be affected and what we’re doing to amend any complications.  This communication will happen at least once every 24 hours.

MAINTENANCE

Bitsy prides itself in being reliable; thus, we commit to regularly (at least 2 – 4 times annually) check the integrity of our system, tools and support capabilities to ensure our members experience little to no interruption in service.

We’re obsessed with things working well; after all, that’s what you pay us for.

DISASTER RECOVERY

DISASTER
RECOVERY

Our plan is built to prevent, detect and correct to ensure you and your clientele have the best experience possible.

Our plan is built to prevent, detect and correct to ensure you and your clientele have the best experience possible.

NETWORK SECURITY

SYSTEMS

Rest easy knowing Bitsy only gathers public information.

DATA

Credible, third-party vendors ensure high data security.

PROPERTY

Regular cyber risk assessments protect you at all times.

Your security & your client’s is our highest priority.

Your security & your client’s is our highest priority.

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.