In Seconds
The Performance Summary Generator Agent automatically compiles client portfolio performance data, benchmarks, and key metrics into presentation-ready summaries before each client meeting. It pulls data from your custodian and portfolio management systems, calculates returns across relevant time periods, and formats everything into a consistent, professional document your advisors can review and personalize.
20 free runs/month · No credit card required
Why do RIAs struggle with meeting preparation?
Client meetings require advisors to present accurate, up-to-date performance data - but gathering and formatting that information from multiple systems eats into time that should be spent on actual client conversations.
Manual Data Assembly
Advisors or support staff spend significant time before each meeting logging into custodian portals, exporting performance reports, and copying data into presentation templates. This repetitive work multiplies across dozens of client meetings each week.
Inconsistent Presentation Formats
Without standardized processes, each advisor creates performance summaries differently. This inconsistency makes it harder to maintain quality control and can confuse clients who meet with multiple team members.
"Last-Minute Data Errors"
Rushed preparation leads to mistakes - wrong time periods, outdated benchmark comparisons, or transposed numbers. Catching these errors in front of a client damages credibility and trust.
How PitCrew Addresses This
PitCrew automatically pulls performance data from your custodian and portfolio systems before each scheduled meeting, eliminating manual exports and copy-paste work.
Every performance summary follows your firm's standardized template, ensuring consistent presentation quality across all advisors and client relationships.
Summaries are generated with enough lead time for advisors to review the data and add personalized commentary before walking into the meeting.
How does the Performance Summary Generator Agent work?
Sync
The agent connects to your calendar system and identifies upcoming client meetings. It matches each meeting to the corresponding client accounts in your CRM and portfolio management platform.
Extract
Performance data is pulled from your custodian feeds and portfolio accounting system. The agent gathers returns, holdings, cash flows, and benchmark comparisons for the relevant reporting periods.
Generate
Data is formatted into your firm's standard performance summary template. The agent calculates period returns, compares against selected benchmarks, and highlights significant portfolio changes since the last meeting.
Deliver
Completed summaries are delivered to the advisor's inbox or saved to your document management system at a configurable time before each meeting - typically 24 to 48 hours in advance.
What Does the Output Look Like?
Sample output below uses anonymized data to show the actual report format.
Cornerstone Wealth Partners
CRD #178432 | Denver, CO
| Check | Status |
|---|---|
| Total Portfolio Value | PASS |
| YTD Performance | PASS |
| Income Generated | PASS |
| Large Cap Allocation | DISCREPANCY |
| International Exposure | FLAG |
| Advisory Fees | PASS |
Suggested Action
Review allocation drift with client and discuss rebalancing international equity position before year-end.
What Does This Agent Do?
Multi-Account Aggregation
Consolidates performance across all client accounts, custodians, and held-away assets into one unified view.
Benchmark Comparison
Automatically compares returns against relevant benchmarks based on each client's investment policy statement.
Visual Charts Ready
Generates presentation-ready charts showing allocation, performance attribution, and historical trends.
Fee Transparency
Includes advisory fees, fund expenses, and total cost of ownership for complete client disclosure.
Drift Alerts
Flags allocation drift from IPS targets so you can proactively discuss rebalancing with clients.
Meeting-Triggered
Automatically generates fresh summaries when meetings are scheduled in your calendar system.
Works with Your Existing Stack
Schwab Advisor Services
ActiveFidelity Institutional
ActivePershing
ActiveOrion Portfolio Solutions
ActiveBlack Diamond
ActiveTamarac Reporting
PlannedCalendly
ActiveMicrosoft Outlook
ActiveRedtail CRM
PlannedWhen do RIAs use the Performance Summary Generator Agent?
Quarterly Review Season
Situation
Your firm schedules 80 client review meetings over a three-week period at quarter-end. Each meeting requires a customized performance summary showing quarterly, year-to-date, and trailing twelve-month returns.
Without PitCrew
Support staff works overtime pulling reports from the custodian portal, reformatting data in Excel, and creating individual summaries. Some meetings get rushed preparation, increasing error risk.
With PitCrew
The agent generates all 80 performance summaries automatically as meetings appear on the calendar. Advisors receive completed documents two days before each meeting, with time to review and personalize.
"Ad-Hoc Client Check-Ins"
Situation
A high-net-worth client calls requesting a meeting tomorrow to discuss recent market volatility and their portfolio positioning. The advisor needs current performance data quickly.
Without PitCrew
The advisor scrambles to pull together performance numbers between other commitments, potentially entering the meeting with incomplete or hastily assembled information.
With PitCrew
Once the meeting is added to the calendar, the agent generates a performance summary within hours. The advisor walks into the conversation with accurate, professionally formatted data.
Frequently Asked Questions
What custodians and portfolio management systems does the agent support?
The Performance Summary Generator integrates with major RIA custodians including Schwab, Fidelity, and Pershing, as well as popular portfolio management platforms like Orion, Black Diamond, and Tamarac. We can discuss your specific tech stack during onboarding.
Can we customize the performance summary template?
Yes. During implementation, we configure the agent to match your firm's existing performance report format, including your branding, preferred return calculation methods, benchmark selections, and the specific data points you want displayed.
How far in advance are summaries generated?
You control the timing. Most firms configure the agent to generate summaries 24 to 48 hours before each meeting, giving advisors time to review the data and add personal notes. The timing can be adjusted based on your workflow preferences.
What if a client has accounts at multiple custodians?
The agent consolidates data across custodians to create a unified household view. Performance is calculated at both the individual account level and the aggregate household level, depending on your template configuration.
Does the agent handle benchmark comparisons?
Yes. You can assign default benchmarks at the account, model, or household level. The agent pulls benchmark returns for the same time periods as the portfolio and includes the comparison in each summary. Advisors can also override benchmarks for specific client situations.
Walk Into Every Meeting Prepared
Stop spending 30 minutes pulling reports before each client review. Let the agent do it while you focus on the conversation.
Generate My First Summary✓ Performance data pulled automatically from custodians
✓ Benchmark comparisons matched to each client's IPS