Serve clients faster.

Enjoy less errors & headaches.

Grow bigger with us.

learn more about our onboard module below

IACs, the old way:

Support staff spends 1-2 hours (or more) inputting client information, printing, waiting for signatures, scanning, emailing, storing, updating.¬† It’s a process to say the least.

PROs

Would you say there are any?

CONs

How many can you name?

PROs

Paperless

Highly Secure

Frictionless

Fast & Efficient

Cost-Effective

CONs

OnBoard Module:

Fully execute IACs in minutes, electronically. Copies of completed contracts & ADVs are then emailed to clients & staff, stored securely and regularly updated for continual compliance.

OnBoard Module:

Fully execute IACs in minutes, electronically. Copies of completed contracts & ADVs are then emailed to clients & staff, stored securely and regularly updated for continual compliance.

PROs

Paperless

Highly Secure

Frictionless

Fast & Efficient

Cost-Effective

CONs

Fully Electronic

Customizable Forms

Fully Secure & Compliant

Complexity
made simple

Spend more of your time impacting &
empowering others financially with our
high speed, efficient tech at your fingertips.

Complexity
made simple

Spend more of your time impacting &
empowering others financially with our
high speed, efficient tech at your fingertips.

Fully Electronic

Customizable Forms

Fully Secure & Compliant

Convenient support,
whenever you need it

Enjoy concierge-style service from our team as needed.  Humans if desired, tech if not.

Email Support

Copyright Bitsy Advisor© 2019

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