Skip to main content
Platform Agent library
Marketing and referrals Prospects and proposals Client onboarding Client meetings Client service Portfolio oversight Billing and fees Data and reporting Compliance and risk
Wealth Management / RIA Family Office Fund Administration Asset Management Private Equity Venture Capital Pension / Endowments RIA Aggregators
Factory Platform of Work Trust About Us Login Get in touch
Agent library / Data and reporting / Form ADV numbers

Form ADV numbers

For your annual Form ADV amendment, PitCrew pulls regulatory assets, account counts and client types from your portfolio and CRM data, as of the date you choose, with the working shown.

When it runsBefore your annual amendment
Who approvesCompliance
Works withPortfolio export, CRM
Get in touchDescribe your version of this task

How it works

4 steps. A person decides at the end.

  1. Sets the dateWithin the window the filing requires
  2. Pulls the dataAssets, accounts, clients
  3. Shows the workingHow each number was counted
  4. A person approvesCompliance reviewsBefore filing

What it reads and what it produces

Reads

  • Portfolio and CRM data

Produces

  • The numbers with working
  • Items to check

Rules it follows

  • Never filesCompliance files.
  • Shows the workingEvery number can be traced.

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.

More in Data and reporting

See all of Data and reporting →

Custodian to CRM reconciliationCompares custodian, CRM and portfolio records and flags the real differences.Statement parsing, Schwab and FidelityReads Schwab and Fidelity statements into clean, structured data.Custodian data feed monitoringChecks custodian data arrives complete and on time, before your team works from stale data.Missing data fill-inFinds blank fields in your CRM and proposes values from documents on file.CRM clean-up and duplicatesFinds duplicate contacts and messy records in your CRM and proposes clean-ups.Change sync across systemsTakes one approved change, such as a new address, and updates it in every connected system.Settings change detectionSpots changes to settings that matter, such as fee schedules and permissions, and asks who approved them.Source documents into the CRMPulls key facts from client documents into the right CRM fields, with a link to the source.Document filing and clean-upNames and files documents into the right household folder, and tidies old folders.Quarterly reporting assemblyAssembles quarterly client reports and checks the numbers before they go out.Management reporting packAssembles the monthly pack for partners: assets, flows, new and closed accounts by advisor.RFP and due diligence questionnairesDrafts answers to RFPs and due diligence questionnaires from your approved past answers and documents.
Don't see your work?

We build it with you, from data access to the first production run in 5 working days.

Tell us the task