Skip to main content
Platform Agent library
Marketing and referrals Prospects and proposals Client onboarding Client meetings Client service Portfolio oversight Billing and fees Data and reporting Compliance and risk
Wealth Management / RIA Family Office Fund Administration Asset Management Private Equity Venture Capital Pension / Endowments RIA Aggregators
Factory Platform of Work Trust About Us Login Get in touch
Agent library / Data and reporting / Change sync across systems

Change sync across systems

When a client changes an address, name or contact detail, PitCrew prepares the update for each connected system, applies it once operations approves, and confirms nothing was missed.

When it runsWhen a change request is approved
Who approvesOperations
Works withYour CRM and other connected systems
Get in touchDescribe your version of this task

How it works

5 steps. Nothing is written or sent until step 4.

  1. Takes the changeFrom the request or the CRM
  2. Finds every placeEach connected system that holds the detail
  3. Prepares the updatesOne per system
  4. A person approvesOperations approvesAll or one by one
  5. ConfirmsEvery system now matches

What it reads and what it produces

Reads

  • The approved change
  • Records in each connected system

Produces

  • Updates in each system
  • A confirmation that every system matches
  • Systems that need a manual update, listed

Rules it follows

  • Flags fraud riskAn address change followed by a withdrawal request is flagged for a call to the client.
  • Never writes without approvalEvery update is approved first.
  • Lists what's leftAny system it can't update is listed for a person.

Questions firms ask

Last updated: October 2026

Why does this matter?

When one system is missed, statements and invoices go to the old address.

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 Data and reporting

See all of Data and reporting →

Custodian to CRM reconciliationCompares custodian, CRM and portfolio records and flags the real differences.Statement parsing, Schwab and FidelityReads Schwab and Fidelity statements into clean, structured data.Custodian data feed monitoringChecks custodian data arrives complete and on time, before your team works from stale data.Missing data fill-inFinds blank fields in your CRM and proposes values from documents on file.CRM clean-up and duplicatesFinds duplicate contacts and messy records in your CRM and proposes clean-ups.Settings change detectionSpots changes to settings that matter, such as fee schedules and permissions, and asks who approved them.Source documents into the CRMPulls key facts from client documents into the right CRM fields, with a link to the source.Document filing and clean-upNames and files documents into the right household folder, and tidies old folders.Quarterly reporting assemblyAssembles quarterly client reports and checks the numbers before they go out.Management reporting packAssembles the monthly pack for partners: assets, flows, new and closed accounts by advisor.Form ADV numbersPulls the assets, account and client counts your Form ADV amendment needs.RFP and due diligence questionnairesDrafts answers to RFPs and due diligence questionnaires from your approved past answers and documents.
Don't see your work?

We build it with you, from data access to the first production run in 5 working days.

Tell us the task