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Agent library / Data and reporting / Management reporting pack

Management reporting pack

Each month PitCrew assembles the leadership pack from your portfolio, CRM and billing data: assets, flows, new and closed accounts, and pipeline by advisor.

When it runsMonthly
Who approvesCOO
Works withPortfolio export, CRM, billing export
Get in touchDescribe your version of this task

How it works

4 steps. A person decides at the end.

  1. Pulls the numbersFrom each source
  2. Builds the packTo your layout
  3. Checks totalsAcross sources
  4. A person approvesCOO reviewsBefore it goes to the partners

What it reads and what it produces

Reads

  • Portfolio, CRM and billing data

Produces

  • A monthly pack
  • Notes on numbers that don't agree

Rules it follows

  • Shows sourcesEach number links to where it came from.
  • Read onlyIt changes nothing.

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

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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.Form ADV numbersPulls the assets, account and client counts your Form ADV amendment needs.RFP and due diligence questionnairesDrafts answers to RFPs and due diligence questionnaires from your approved past answers and documents.
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We build it with you, from data access to the first production run in 5 working days.

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