Solution introduction
Client Onboarding System for Advisors
Financial Advisors of all sizes—from startups to SEC registereds—use Bitsy’s software to fully onboard new clients in minutes, bullet-proof compliance, and speed up their growth online
Bitsy is a technology company that builds enrollment/compliance centric software for financial advisors. Firms of every size—from new startups to wirehouses—use our software to quickly enroll new clients and improve their compliance online.
The Potential of the Online Advisor
Businesses are growing faster online than anywhere else, yet only 3% of global commerce happens on the internet. SEC/FINRA complexity, a slowly adapting financial system, and a shortage of easy-to-use yet highly efficient software applications are suffocating an advisor’s potential growth. Removing the headaches to enrollment helps more new advisors thrive, optimizes growth for existing firms, and increases client satisfaction and retention overall.
The New Standard for New Accounts
Bitsy combines a speedy enrollment platform with robust compliance metrics that delight both advisor and client.
