"Bitsy is a no-brainer for any serious advisor."

"Bitsy Advisor's software saves us 60 hours of time that would otherwise be lost on paperwork and engagement tasks each year. This lets us spend that time growing further, faster.”

Hours gained per year
Additional client growth

“We were looking for a few major fixes to our client engagement processes during our audit. We found Bitsy and they were able to solve many of our headaches very quickly. Not only that, but our advisors couldn't be happier with the new platform as it's easy, fast and very secure. This wouldn't be possible without Bitsy and we look forward to a long partnership.”

Matt McBay
C-Suite @GWN Securities

“Before Bitsy we were onboarding all of our clients with the old method of paper. As well, we didn't have an easy way to remain compliant with all clients, both old and new. Bitsy changed all of that by helping us engage new clients in minutes and made the ongoing compliance required fast, simple and highly secure. This system is a no-brainer.”

Doug Mentzer
CEO & Lead Advisor @The Mentzer Group

“We were using Right Signature for our client engagement needs but wanted a solution that made life even easier. Leila Shaver at My RIA Lawyer told us about Bitsy and we haven't looked back. This advisor software is easily one of our most favorite tools for growing our client base faster!”

Tom Clancy
Chief Counsel @Wealth Quarterback

Compliance is stressful enough for any financial advisor firm. Bitsy automatically removes several layers of complexity during audit with it's simple yet robust client engagement system. Bitsy's financial advisor software should be considered one of your most valuable tools for growing your practice.

Leila Shaver
Founder & CEO @My RIA Lawyer

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