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