Built for RIAs and broker-dealer firms managing advisors at scale. PitCrew uses AI to turn your firm’s procedures and supervision rules into automated workflows to ensure consistent execution.
Every email, meeting note, and trade must satisfy evolving SEC & FINRA rules—yet most supervision is still manual.
PitCrew converts your firm’s procedures, review rules, and requirements into automated workflows
Upload your compliance manual, ADV, procedures—PitCrew maps every workflow requirement and supervision rule.
Your procedures and review rules become executable workflows—intake, suitability, supervision, reviews—powered by specialized AI agents.
Clear workflows for advisors. Consistent execution for ops. Audit-ready documentation—automatically generated.
PitCrew turns your firm’s procedures and supervision rules into modular agents, each responsible for a specific workflow.
Automates the review → flag → escalate → document sequence defined in your supervisory procedures. Routes issues to the right principal or supervisor and enforces required supervision steps with a clear evidence trail.
Turns your communications supervision procedures into automated review flows for email, call summaries, and CRM notes. Flags missing documentation, inconsistent rationale, and items that require supervisory review or escalation.
Applies your marketing, disclosure, and FINRA 2210 rules to decks, letters, presentations, and posts. Checks that required disclosures, wording, and records match what your procedures and ADV/CRS expect.
Converts your suitability and Reg BI requirements into live checks. Monitors profile changes and detects drift or missing updates across CRM, allocations, objectives, and risk tolerance for each client.
Continuously cross-checks advisor and rep activity against your ADV, CRS, and supervisory procedures. Flags when real-world behavior drifts from documented procedures and expectations before it becomes an exam finding.
Applies your trading and allocation rules to real activity. Checks for restrictions, drift from models or IPS, and missing trade rationale that your supervision procedures require for review.
Converts your onboarding procedures and KYC/CIP requirements into a structured checklist. Extracts data from forms and emails, validates required fields, and ensures required information is complete before accounts move to supervision.
Turns your annual review requirement into a year-round process. Collects notes, communications, checks, and allocations as you go, then assembles them into review-ready packages without last-minute scrambling.
Less swivel-chair work means more planning time and client conversations.
Workflows run the same way for every advisor—every time.
Procedure-aligned checks catch drift, inconsistencies, and missing rationale early.
Execution doesn't depend on who is overloaded or out of office.
Documentation, rationale, and evidence captured automatically.
Your firm grows without scaling ops headcount 1:1.
PitCrew handles meeting follow-ups, documentation summaries, suitability updates, communication reviews, and approvals. Advisors stay client-facing—not admin-facing.
Automated consistency, review, escalation, documentation, and annual review packages. You get clarity, predictability, and control—without micromanagement.
Everything you need to know about implementing PitCrew in your advisory practice
Our goal is to ensure you get the maximum value from our solution. We'd like to briefly discuss your project goals, data volume, and integration needs.
PitCrew currently integrates with Redtail, Wealthbox, Orion, eMoney, and major custodians. We're continuously adding new integrations based on beta participant feedback.
Yes. All data is encrypted in transit and at rest. We follow SOC 2 Type II standards and maintain strict compliance with SEC and FINRA requirements.
Most firms are up and running within 1-2 weeks. Our team handles the integration setup and provides personalized onboarding for your team.
Beta participants get early access to all features, priority support, and direct input on product roadmap. You'll also receive preferred pricing when we launch.
Absolutely. All beta participants get a 30-day trial period with full features to ensure PitCrew is the right fit for your firm.
Your advisors focus on clients. Your ops team gets consistency. Your principals get predictability. PitCrew handles the rest.