Every Channel
The Report Delivery Agent automatically distributes client reports through each client's preferred communication channel - whether email, secure portal, or client vault. It tracks delivery confirmations, handles failed deliveries, and maintains a complete audit trail of all report distributions for compliance documentation.
20 free runs/month · No credit card required
Why do RIAs struggle with report delivery?
Generating reports is only half the battle. Getting the right reports to the right clients through their preferred channels - while maintaining delivery records for compliance - creates a logistical burden that grows with every new client relationship.
Client Preference Chaos
Some clients want email attachments, others prefer portal access, and a few still request secure links. Tracking and honoring each preference manually leads to mistakes and frustrated clients.
Delivery Tracking Gaps
When regulators or clients ask for proof that reports were delivered, staff scramble through sent folders and portal logs. Missing delivery confirmations create compliance exposure and erode client trust.
"Failed Delivery Follow-Up"
Bounced emails, expired portal links, and unread notifications go unnoticed for days. By the time someone catches the issue, clients are already calling to ask where their quarterly statement is.
How PitCrew Addresses This
Automatically routes each report to the client's documented delivery preference - no manual lookup or decision-making required.
Captures delivery confirmations, read receipts, and portal access timestamps in a centralized audit log ready for compliance review.
Flags failed deliveries immediately and triggers retry attempts or staff alerts, ensuring no report falls through the cracks.
How does the Report Delivery Agent work?
Receive
The agent receives completed reports from your reporting system or portfolio management platform. It identifies the client, report type, and any delivery urgency flags.
Match
Client delivery preferences are pulled from your CRM or preference database. The agent determines the correct channel - email, portal upload, secure link, or multiple methods if specified.
Deliver
Reports are distributed through the appropriate channel with proper encryption and security protocols. Each delivery attempt is timestamped and logged automatically.
Confirm
The agent monitors for delivery confirmations, read receipts, and portal access events. Failed deliveries trigger immediate retry logic or escalation to your team for resolution.
What Does the Output Look Like?
Sample output below uses anonymized data to show the actual report format.
Apex Wealth Advisors
CRD #445521 | Austin, TX
| Check | Status |
|---|---|
| Thompson Household - Q3 Performance | PASS |
| Reyes Family Trust - Q3 Performance | PASS |
| Nakamura Account - Q3 Performance | DISCREPANCY |
| Westbrook Trust - Q3 Performance | PASS |
| Chen Retirement - Q3 Performance | PASS |
Suggested Action
Update email address for Nakamura Account and resend Q3 report. Contact client to confirm new preferred delivery method.
What Does This Agent Do?
Multi-Channel Routing
Automatically routes each report through the client's preferred channel - email, portal, secure link, or print queue.
Preference Management
Maintains delivery preferences per client and account type. Households can have different settings for different report types.
Delivery Confirmation
Tracks delivery status, open rates, and download activity. Flags bounced emails and failed uploads for immediate follow-up.
Batch Processing
Handles quarterly report runs for hundreds of clients in minutes. Staggers delivery to avoid email throttling issues.
Secure Transmission
Encrypts sensitive reports and generates expiring secure links for clients who prefer not to use portals.
Works with Your Existing Stack
Orion
PlannedBlack Diamond
PlannedTamarac
PlannedMicrosoft Outlook
PlannedSharefile
PlannedBox
PlannedWhen do RIAs use the Report Delivery Agent?
Quarterly Performance Report Distribution
Situation
Quarter-end arrives and your team needs to distribute performance reports to 200+ client households, each with different delivery preferences and household structures.
Without PitCrew
Staff spend hours manually emailing reports, uploading to portals, and checking off names on a spreadsheet. Several clients receive the wrong report or no report at all, generating complaint calls the following week.
With PitCrew
The Report Delivery Agent distributes all reports within minutes of generation, routes each to the correct channel, and provides a complete delivery status dashboard. Your team handles only the handful of flagged exceptions.
"Ad-Hoc Report Requests"
Situation
A client calls requesting their tax lot report be sent to their accountant via secure email, while also wanting a copy uploaded to their client portal for their records.
Without PitCrew
The advisor generates the report, then manually emails it to the accountant, then logs into the portal to upload a copy, then updates the CRM to note the delivery. Total time: 15 minutes per request.
With PitCrew
The advisor generates the report and specifies the delivery requirements. The agent handles both deliveries simultaneously, logs everything, and confirms completion - all within seconds.
Frequently Asked Questions
What delivery channels does the Report Delivery Agent support?
The agent supports email delivery with encrypted attachments, secure portal uploads to major custodian and client portal platforms, secure link generation with expiration controls, and integration with document vault systems. Additional channels can be configured based on your firm's technology stack.
How does the agent handle clients with multiple contacts or household members?
The agent respects household delivery rules configured in your CRM. It can send to primary contacts only, all authorized household members, or specific individuals based on report type. Joint account reports can be delivered to both parties simultaneously with appropriate access controls.
What happens if a delivery fails?
Failed deliveries trigger automatic retry attempts based on configurable rules. If retries fail, the agent creates a task for your team with full context - the client, report, failure reason, and suggested resolution. This ensures no delivery issue goes unaddressed.
How does this help with SEC or state compliance examinations?
The agent maintains a complete audit trail of every report delivery - including timestamps, delivery method, confirmation status, and any client access events. During examinations, you can quickly produce evidence that required disclosures and reports were delivered to clients on schedule.
Can clients change their delivery preferences, and how quickly does the agent adapt?
When client preferences are updated in your CRM or preference management system, the agent picks up the changes immediately for the next delivery. There is no manual sync required - preference changes take effect automatically for all future report distributions.
Stop Sending Reports Manually
Let PitCrew route every client report to the right channel while you focus on the conversations that matter.
Automate Report Delivery✓ Honor every client's delivery preference automatically
✓ Get instant alerts when deliveries fail