Agent library / Compliance and risk / Document review, ADV consistency
Document review, ADV consistency
PitCrew compares Form ADV Part 1, Part 2A and how your firm actually works, such as fees, custody and marketing, and lists every inconsistency with the wording behind it.
When it runsBefore each ADV amendment, or quarterly
Who approvesCompliance
Works withForm ADV, policies, billing and marketing records
How it works
4 steps. A person decides at the end.
- Reads the filingPart 1 and Part 2A
- Reads your practiceFee settings, custody records, marketing
- ComparesDisclosure against practice
- A person approvesCompliance reviewsDecides what to change
What it reads and what it produces
Reads
- Form ADV
- Policies
- Billing and marketing records
Produces
- Inconsistencies with the wording
- Suggested changes
Rules it follows
- Never filesCompliance files.
- Quotes both sidesThe disclosure and the practice.
Questions firms ask
Last updated: October 2026
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.
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