Agent library / Client service / Beneficiary review
Beneficiary review
PitCrew reviews beneficiary information from custodian data and documents on file, flags accounts with no beneficiary or one that may be out of date, and creates a review task for the advisor.
When it runsQuarterly, and after a life event
Who approvesThe advisor
Works withCustodian data, CRM, documents
How it works
4 steps. Nothing is written or sent until step 3.
- Reads beneficiary dataFrom custodian data and forms on file
- Flags gapsNo beneficiary, or a designation that may be out of date
- A person approvesAdvisor reviewsDecides whether to raise it with the client
- Prepares formsThrough Client form automation, if a change is needed
What it reads and what it produces
Reads
- Beneficiary information from custodian data
- Forms on file
- Life events noted in the CRM
Produces
- A list of accounts to review
- Review tasks for advisors
Rules it follows
- Never changes a beneficiaryOnly the client can, by signing the custodian's form.
- Never writes beneficiaries to the CRMIt creates review tasks.
Questions firms ask
Last updated: October 2026
Where does the account data come from?
From the custodian and portfolio data your firm already receives each day, such as positions, balances and transactions.
How long does it take to set up?
5 working days from data access to the first production run. PitCrew experts connect your systems and enter your firm's rules.
More in Client service
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Don't see your work?
Tell us the taskWe build it with you, from data access to the first production run in 5 working days.