Integrations /Custodians & Portfolio Management

Get started with Wealthbox + Bitsy

Modern CRM integrated with supercharged client onboarding and engagement.


Bitsy is a technology company that builds enrollment/compliance centric software for financial advisors. The bi-directional integration between Wealthbox + Bisty provides advisors with a streamlined way to engage prospects, expedite client onboarding, ensure compliance, and manage client relationships.

“Integrating Bitsy with Wealthbox means no more redundant data workflow, which drove my team and me insane when I practiced. This connection makes it easy for advisory firm users to instantly auto populate data within both environments, and instantly recall such information when working through client onboarding tasks. This process makes both onboarding and ongoing data workflows as fast as possible, which makes growing any firm that much easier, all while delighting customers along the way.”

B. Forrest Tuten

CEO & Cofounder of Bitsy

Get started with Wealthbox + Bitsy

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