Serve Households
The Relationship Mapper Agent automatically identifies and documents connections between clients, household members, and professional contacts within your CRM. It detects family relationships, business partnerships, and referral networks - then maintains an accurate relationship graph that updates as new information enters your system.
20 free runs/month · No credit card required
Why do RIAs struggle with relationship visibility?
Client relationships extend far beyond individual accounts. Spouses, children, business partners, attorneys, and CPAs all influence financial decisions - but most CRMs treat each contact as an isolated record.
Fragmented Household Data
Spouses appear as separate contacts with no link. Adult children open accounts without connection to parents. Your CRM shows individuals, not the families you actually serve.
Missed Professional Networks
You meet a client's estate attorney at a review meeting but forget to log the connection. Six months later, you can't remember who referred whom or which professionals work together.
Manual Mapping Takes Hours
Staff spend time drawing relationship diagrams by hand or maintaining separate spreadsheets. These documents go stale within weeks as situations change.
How PitCrew Addresses This
Automatically links household members by analyzing shared addresses, account beneficiaries, and contact notes - no manual data entry required.
Identifies professional relationships from meeting notes, email signatures, and document metadata, building a network map of attorneys, CPAs, and other advisors.
Updates relationship records in real-time as new information enters your CRM, keeping your client picture current without staff intervention.
How does the Relationship Mapper Agent work?
Scan
The agent monitors your CRM for new contacts, updated records, meeting notes, and imported documents. It flags any data that suggests a relationship between two or more people.
Analyze
Using pattern recognition, the agent identifies relationship indicators - shared last names, matching addresses, beneficiary designations, or explicit mentions in notes like 'spoke with client's daughter.
Propose
The agent presents suggested relationships for your review, showing the evidence it found. You approve, modify, or reject each connection before it's recorded.
Map
Approved relationships are written to your CRM with proper categorization - household member, professional contact, referral source. The relationship graph stays current as new data arrives.
What Does the Output Look Like?
Sample output below uses anonymized data to show the actual report format.
Cornerstone Wealth Partners
CRD #178234 | Denver, CO
| Check | Status |
|---|---|
| Household Detection | PASS |
| Shared Address Validation | PASS |
| Professional Network | PASS |
| Potential Relationship | FLAG |
| Trust Structure | PASS |
| Duplicate Record | DISCREPANCY |
Suggested Action
Review flagged spouse relationship for Lisa and Michael Chen. Merge duplicate Robert Chen records after confirming identity.
What Does This Agent Do?
Household Detection
Automatically identifies family units using shared addresses, surnames, beneficiary designations, and emergency contacts.
Professional Network Mapping
Links attorneys, CPAs, and other professionals across your client base to surface referral patterns and service opportunities.
Duplicate Detection
Flags potential duplicate records by matching names, SSNs, addresses, and phone numbers across your CRM.
Trust and Entity Linking
Maps trust grantors, beneficiaries, and corporate principals to their related individual accounts.
Continuous Updates
Re-scans relationships when client data changes to keep your household structures current and accurate.
Works with Your Existing Stack
Salesforce
PlannedWealthbox
PlannedRedtail CRM
PlannedSchwab Advisor Services
PlannedFidelity Institutional
PlannedWhen do RIAs use the Relationship Mapper Agent?
New Client Onboarding
Situation
A new client mentions their spouse, two adult children, and a family trust during the discovery meeting. Your advisor captures this in meeting notes.
Without PitCrew
An associate manually creates contact records for each family member and tries to remember to link them together. The trust's attorney never gets added to the CRM.
With PitCrew
The Relationship Mapper extracts all mentioned individuals from the meeting notes, suggests relationship types, and prompts you to confirm the household structure before the next meeting.
Referral Source Tracking
Situation
Over three years, a CPA has referred four clients to your firm. Each referral was noted somewhere - intake forms, emails, or advisor notes - but never consolidated.
Without PitCrew
When the CPA asks how many clients they've sent your way, staff spend an hour searching records. You miss the chance to strengthen a valuable professional relationship.
With PitCrew
The agent identified the CPA as a referral source for each client and linked them automatically. You pull a report showing all four referrals and their AUM in seconds.
Frequently Asked Questions
What CRM systems does the Relationship Mapper work with?
The agent integrates with major RIA CRM platforms including Redtail, Wealthbox, and Salesforce Financial Services Cloud. We're adding support for additional systems based on client demand.
How accurate is the relationship detection?
The agent uses multiple data points to suggest relationships, but every connection requires your approval before being recorded. You maintain full control over what gets mapped in your CRM.
Can it identify relationships from historical data?
Yes. During initial setup, the agent performs a one-time scan of your existing contacts, notes, and documents to suggest relationships you may have missed. This typically surfaces connections that were never formally recorded.
What relationship types does the agent recognize?
The agent categorizes relationships as household members (spouse, child, parent), professional contacts (attorney, CPA, insurance agent), business relationships (partner, co-owner), and referral sources. You can customize these categories to match your CRM structure.
How does this help with compliance?
Accurate relationship mapping supports household-level suitability reviews and helps identify potential conflicts of interest. When regulators ask about client relationships during an exam, you have documented records rather than institutional memory.
See Every Client Connection
Stop missing household relationships and professional networks hidden in your CRM data.
Join the Waitlist✓ Identify service opportunities across households
✓ Catch duplicate records before they cause errors