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Agent library / Portfolio oversight / Model change instructions

Model change instructions

After your investment committee approves a model change, PitCrew works out what it means for each account, respecting client restrictions, and prepares the instructions for your trader to review. It never places trades.

When it runsAfter a model change is approved
Who approvesThe trader
Works withPosition data, model portfolios
Get in touchDescribe your version of this task

How it works

4 steps. A person decides at the end.

  1. Reads the changeThe approved model update
  2. Applies it to accountsUsing current positions and client restrictions
  3. Prepares instructionsBy account
  4. A person approvesTrader reviewsAdjusts and trades in your trading system

What it reads and what it produces

Reads

  • The approved model change
  • Position data
  • Client restrictions

Produces

  • Account-level instructions
  • Accounts where restrictions block the change

Rules it follows

  • Never places tradesYour trader trades.
  • Respects restrictionsClient restrictions are applied and listed.

Questions firms ask

Last updated: October 2026

Does it replace our rebalancing software?

No. It prepares the instructions and the exceptions. Your trader works in your trading system.

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 Portfolio oversight

See all of Portfolio oversight →

IPS drift detectionChecks every household against its IPS and flags drift, plus IPS documents that are missing or out of date.Cash and position monitoringWatches cash in every account against targets and what's coming up: withdrawals, fees and RMDs.Trade and allocation reviewChecks proposed orders against client restrictions and the IPS before they go out.Alternatives: capital calls and distributionsReads capital call and distribution notices, classifies them correctly and prepares the entries for approval.
Don't see your work?

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

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