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 building 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

Easily add clients from anywhere, anytime

YOU GET FAST, ACCURATE & EASY-TO-USE

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 gathered 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 building with its simplified, fast, and easy process!

Other Client Building Software

      Third Party Integrations

      Third Party Integrations

      Dynamic CRM custom mapping

   X       Must use pre-loaded CRM fields

      Fairly-priced

   X       Expensive

      Built specifically for Financial Advisors

   X       Built generally for all professions

      Simple, 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

      Up-to-date SEC level compliance built-in

   X       You expend extra effort and cost 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 extra for support personnel licenses

HOW WE MAKE IT FAST

Unlock unbelievable speed and accuracy with Bitsy apps

HOW YOU’RE KEPT SAFE

You and your clients get military-grade data encryption

AES 256-BIT Encryption

Enjoy the highest standard of data protection, used to secure top secret information

Client Authentication

Enjoy the highest standard of data protection, used to secure top secret information

Secure Data Sharing

Enjoy the highest standard of data protection, used to secure top secret information

WHAT YOU NEED TO KNOW

Frequently asked questions from successful advisors like you

How robust are your CRM integrations?

With Bitsy, you have more customizability than most SaaS offerings available today.  You can create as many custom fields within your CRM and map them seamlessly to Bitsy’s onboarding process.  With this feature all data will autopopulate correctly, wherever you want it to, ensuring that most (if not all) of your redundant work is removed.

Watch a short video highlighting this process here.

How robust are your CRM integrations?

With Bitsy, you have more customizability than most SaaS offerings available today.  You can create as many custom fields within your CRM and map them seamlessly to Bitsy’s onboarding process.  With this feature all data will autopopulate correctly, wherever you want it to, ensuring that most (if not all) of your redundant work is removed.

Watch a short video highlighting this process here.

How robust are your CRM integrations?

With Bitsy, you have more customizability than most SaaS offerings available today.  You can create as many custom fields within your CRM and map them seamlessly to Bitsy’s onboarding process.  With this feature all data will autopopulate correctly, wherever you want it to, ensuring that most (if not all) of your redundant work is removed.

Watch a short video highlighting this process here.

How robust are your CRM integrations?

With Bitsy, you have more customizability than most SaaS offerings available today.  You can create as many custom fields within your CRM and map them seamlessly to Bitsy’s onboarding process.  With this feature all data will autopopulate correctly, wherever you want it to, ensuring that most (if not all) of your redundant work is removed.

Watch a short video highlighting this process here.