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Agent library / Client onboarding / IPS drafting

IPS drafting

PitCrew drafts the IPS from your firm's template and the client's profile, flags anything missing, and sends it to the advisor to review before the client signs.

When it runsFor new clients, and when an IPS is out of date
Who approvesThe advisor
Works withYour IPS template, CRM
Get in touchDescribe your version of this task

How it works

4 steps. A person decides at the end.

  1. Gathers the profileGoals, risk profile and constraints from the CRM and intake
  2. Drafts the IPSFrom your template
  3. Flags gapsMissing information or conflicts
  4. A person approvesAdvisor reviewsEdits and sends for signature

What it reads and what it produces

Reads

  • Your IPS template
  • Client profile and constraints

Produces

  • A draft IPS
  • A list of gaps

Rules it follows

  • Uses your templateNot a generic one.
  • Never sends to the clientThe advisor reviews first.

Questions firms ask

Last updated: October 2026

Can it update an old IPS?

Yes. It drafts an update from the current profile and flags what changed.

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 Client onboarding

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