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 / Marketing and referrals / Marketing and social media review

Marketing and social media review

PitCrew reads each draft, checks it against your marketing policy and the SEC Marketing Rule, and lists every issue with the rule it relates to and the words that triggered it. Compliance decides what is approved.

When it runsEach time a draft is submitted
Who approvesCompliance
Works withEmail, document storage, your policy library
Get in touchDescribe your version of this task

How it works

5 steps. Nothing is written or sent until step 4.

  1. Takes in the draftA post, newsletter, presentation, invitation or web page, as a document, email or link text
  2. Finds the rules that applyYour marketing policy and the Marketing Rule sections that fit this kind of piece
  3. Flags and citesEach issue with the rule, the exact wording and a suggested fix
  4. A person approvesCompliance reviewsApproves, asks for changes or rejects
  5. Files the decisionThe final version and the review are kept together

What it reads and what it produces

Reads

  • The draft
  • Your written marketing policy
  • Any support for performance figures, ratings or testimonials

Produces

  • A review with each issue, the rule it relates to and the wording that triggered it
  • Suggested edits
  • A record of what was approved and by whom

Rules it follows

  • Never approvesIt flags and suggests. Only your compliance team approves a piece.
  • Cites the sourceEvery finding names the policy section or rule it comes from.
  • Asks for supportPerformance figures, ratings and testimonials are flagged until the supporting file is attached.

Questions firms ask

Last updated: October 2026

Does it replace our compliance review?

No. It does the first read and lists the issues with the rule behind each one. Your compliance team decides.

What kinds of material can it review?

Social posts, newsletters, presentations, event invitations, website copy and client letters.

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 Marketing and referrals

See all of Marketing and referrals →

Referral source trackingRecords who referred each new prospect and shows which clients and partners send you business.Referral partner updatesDrafts regular updates to the CPAs and attorneys who refer clients, and reminds advisors who is due a call.Event and seminar follow-upLogs every event guest in the CRM and drafts a follow-up for each one within days.Newsletter and commentary draftsDrafts the monthly newsletter and market notes from your team's points, ready for compliance review.Mailing list syncKeeps your newsletter list matched to the CRM, so former clients and opt-outs drop off and new clients are added.
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