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.