Client building made fast and easy
Enrollment is just the beginning. Empower your team to move money in minutes—while improving compliance.
WHAT YOU GET
The most robust yet easy-to-use client engagement tools
Fast Enrollments
Powerful software that completes all sign-up tasks in seconds
Enhanced Compliance
Never worry about client engagement mistakes again
Secure Client Portal
Keep clients up to date with a click — see for yourself
Dynamic CRM
Eliminate redundant data entry — see how
Mobile Growth
Add clients from anywhere, anytime
HOW WE MAKE IT SIMPLE
Data autopopulation that gives your practice an edge
WHY BITSY
Your time is everything, we give you more
WHAT ADVISORS SAY
Hear it from our customers
Light years ahead
“Bitsy is light years ahead of what’s available to advisors. This system is a no brainer for any serious advisor.”
Clients in minutes
“Before Bitsy, we enrolled clients the old-fashioned way, which cost us many hours. Now we are able to fully onboard new clients in a matter of minutes with Bitsy!
Fast and easy process
“Bitsy has removed the headache of client enrollment with its simplified, fast, and easy process!“
HOW WE MAKE IT FAST
Leverage the power of your tools, all in one place
HOW WE MAKE IT FAST
Leverage the power of your tools, all in one place
HOW WE MAKE IT FAST
Leverage the power of your tools, all in one place
Other Client Engagement Software
Third-party integrations
X Third-party integrations
CRM custom-mapped fields
X Must use pre-loaded CRM fields
Built specifically for Financial Advisors
X Built generally for all professions
Simiple, easy-to-use application
X Difficult and hard to customize application
Fully enroll clients in under 10 minutes
X Can take hours to fully onboard new clients
Automatic, up-to-date compliance for your protection
X You expend extra effort to ensure compliance
Docusign built-in for free
X Must pay for Docusign in addition
Human-powered customer service
X Chatbots and automated phone support
Free support staff seats
X Must pay additionally for support personnel