Before They Ask
The Financial Plan Status Checker Agent automatically reviews client financial plans across your planning software before each meeting, identifying which plans are current, which need updates, and which have pending action items. It delivers a pre-meeting brief that tells advisors exactly where each client stands - eliminating the scramble to manually check plan status minutes before a client walks in.
20 free runs/month · No credit card required
Why do RIAs struggle with financial plan tracking?
Financial plans are living documents that require regular updates as client circumstances change. Yet most advisors lack a reliable system to track plan status across their entire book of business, leading to awkward client conversations and missed planning opportunities.
Scattered Plan Data
Financial plans live in separate software from your CRM, custodian, and calendar. Advisors waste valuable pre-meeting time logging into multiple systems just to answer a simple question: is this client's plan current?
Stale Plans Go Unnoticed
Without proactive monitoring, plans that haven't been updated in 12+ months slip through the cracks. Clients expect their advisor to know their plan status - discovering an outdated plan mid-meeting damages trust.
No Visibility Into Action Items
Plans often include pending recommendations - Roth conversions, beneficiary updates, insurance reviews. These action items get buried in plan documents, and advisors lose track of what was discussed versus what was implemented.
How PitCrew Addresses This
Connects directly to your financial planning software to pull real-time plan status, last update dates, and pending recommendations into a single pre-meeting view.
Flags plans that exceed your firm's freshness threshold and identifies specific life events or market changes that may require plan revisions.
Extracts outstanding action items from each plan and cross-references them against completed transactions, so you know exactly what's been done and what's still pending.
How does the Financial Plan Status Checker Agent work?
Sync
The agent connects to your financial planning software and CRM, pulling client plan data and mapping it to your upcoming meeting calendar. No manual data entry required.
Analyze
Before each scheduled meeting, the agent reviews the client's plan status, last modification date, assumption changes, and any flagged action items or recommendations that remain unaddressed.
Compare
The agent checks plan assumptions against current data - portfolio values, income changes, new accounts - to identify where the plan may have drifted from reality.
Brief
You receive a concise pre-meeting summary showing plan status, days since last update, pending action items, and specific talking points for the client conversation.
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 |
|---|---|
| Plan Currency | PASS |
| Retirement Goal Tracking | FLAG |
| Asset Allocation Drift | PASS |
| Cash Flow Assumptions | PASS |
| Outstanding Action Items | DISCREPANCY |
| Life Event Updates | PASS |
Suggested Action
Discuss retirement goal shortfall and review strategies to close gap. Follow up on 3 outstanding action items from January meeting before next quarterly review.
What Does This Agent Do?
Goal Progress Verification
Automatically checks client progress against retirement, education, and custom financial goals before each meeting.
Action Item Tracking
Surfaces incomplete tasks and recommendations from prior meetings so nothing falls through the cracks.
Allocation Drift Detection
Compares current portfolio positions against target allocation to identify rebalancing needs.
Plan Freshness Monitoring
Flags plans that haven't been updated within your firm's review cycle requirements.
Life Event Alerts
Highlights pending life events or changes that may require plan adjustments before client conversations.
Projection Validation
Verifies that plan assumptions still align with actual client income, expenses, and market conditions.
Works with Your Existing Stack
MoneyGuidePro
PlannedeMoney Advisor
PlannedRightCapital
PlannedOrion Planning
PlannedSalesforce
ActiveWealthbox
ActiveRedtail CRM
ActiveWhen do RIAs use the Financial Plan Status Checker Agent?
Quarterly Review Meetings
Situation
An advisor has eight client reviews scheduled this week, each with plans created at different times over the past two years.
Without PitCrew
The advisor spends 10-15 minutes per client logging into planning software, scrolling through plan details, and trying to remember what was discussed last time. Some plans haven't been touched in 18 months, but there's no easy way to know until you open each one.
With PitCrew
The agent delivers a status brief for all eight clients by Monday morning. The advisor immediately sees that three plans need updates, two have pending Roth conversion recommendations, and one client's income assumptions are now outdated.
"New Client Onboarding Follow-Up"
Situation
A prospect became a client three months ago and received an initial financial plan. The 90-day follow-up meeting is tomorrow.
Without PitCrew
The advisor vaguely remembers the plan included several action items but can't recall which ones the client completed. They spend time re-reading the original plan and checking account records to piece together the current status.
With PitCrew
The agent's pre-meeting brief shows the client completed the recommended 401(k) rollover and beneficiary updates, but the umbrella insurance recommendation and estate document review remain outstanding - giving the advisor a clear agenda for tomorrow's conversation.
Frequently Asked Questions
Which financial planning software does this agent support?
The Financial Plan Status Checker Agent integrates with major planning platforms including eMoney, MoneyGuidePro, RightCapital, and Orion Planning. If you use a different platform, contact us to discuss integration options.
How far in advance does the agent generate meeting briefs?
By default, the agent generates briefs 24 hours before each scheduled meeting. You can adjust this timing based on your preparation workflow - some advisors prefer briefs 48 hours out, while others want them the morning of.
Can the agent detect when a plan needs updating based on market changes?
Yes. The agent compares plan assumptions against current portfolio values and can flag when actual performance has deviated significantly from projected values. It also identifies when key assumptions like inflation rates or return expectations may need revision.
Does this replace my financial planning software?
No. This agent works alongside your existing planning software - it reads plan data and status but doesn't modify plans or run projections. Think of it as an intelligent assistant that monitors your plans and keeps you informed.
How does the agent handle clients with multiple plans or plan versions?
The agent identifies the most recent active plan for each client and tracks version history. If a client has multiple scenarios or plan variations, the brief will note this and highlight which version was last presented to the client.
Walk Into Every Meeting Prepared
Stop scrambling to review plans five minutes before clients arrive. Get automated status checks that surface what matters.
Start Checking Plans Free✓ Know goal progress and gaps instantly
✓ Never miss an outstanding action item