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Agent library / Client service / Client requests: money in, money out

Client requests: money in, money out

When a client asks to take money out or add money, PitCrew opens a request in your CRM, proposes what to sell if cash is short, drafts the note to your trader and the reply to the client, then checks every morning until the cash is ready. The advisor approves.

When it runsWhen a client emails a request, then each morning
Who approvesThe advisor
Works withYour CRM, Outlook, position data
Get in touchDescribe your version of this task

How it works

5 steps. Nothing is written or sent until step 3.

  1. Reads the emailChecks the sender is a client and the email is a money request
  2. Proposes the planUses cash first, then the sell order your firm sets
  3. A person approvesAdvisor approvesCan change what to sell
  4. Briefs the teamInstruction for the trader, reply drafted for the client
  5. Checks each morningTells operations when the cash is ready, warns if a date is at risk

What it reads and what it produces

Reads

  • Client emails
  • Client records in the CRM
  • Daily position data

Produces

  • A request in the CRM with its status
  • A sell proposal
  • A note for the trader and a reply draft for the client
  • Daily status updates and at-risk warnings

Rules it follows

  • Never moves moneyPeople place trades and send money.
  • Stops on new bank detailsAny change to where money goes creates a task to call the client on a known number.
  • Drafts, never sendsClient replies go to the advisor's drafts.
  • Ignores non-clientsEmails from unknown senders are logged and left alone.

Questions firms ask

Last updated: October 2026

Does it place trades or send money?

No. It prepares the instruction and tracks the cash. People trade and send the money.

What if the email asks to send money to a new bank account?

It stops and creates a task for the advisor to call the client on a number already on file.

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.

Will it change our CRM records without asking?

No. Every update is shown to a person first. Nothing is written until it is approved.

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

See all of Client service →

Client inquiry responseDrafts answers to client and CPA questions with the data attached.Client follow-up email draftsDrafts follow-ups for documents, signatures and open requests waiting on a client.Beneficiary reviewFinds accounts with missing or out-of-date beneficiaries and creates review tasks.RMD trackingTracks every required minimum distribution and flags those not yet taken.Client offboardingWorks the closing checklist when a client leaves, including the refund of any prepaid fee.
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We build it with you, from data access to the first production run in 5 working days.

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