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Agent library / Prospects and proposals / Prospect proposal from statements

Prospect proposal from statements

PitCrew reads the statements a prospect sends, lists every holding, compares the current mix with your proposed model and drafts the proposal. The advisor checks it and presents it.

When it runsWhen statements arrive
Who approvesThe advisor
Works withStatement PDFs, your model portfolios
Get in touchDescribe your version of this task

How it works

5 steps. A person decides at the end.

  1. Reads the statementsPDF statements from other firms, including long holdings lists
  2. Lists the holdingsEach position with value, account type and the page it came from
  3. Compares to your modelCurrent mix against the proposed allocation
  4. Flags what needs a personAnnuities, illiquid holdings, large gains
  5. A person approvesAdvisor reviewsChecks and finalizes the proposal

What it reads and what it produces

Reads

  • Prospect statements
  • Your model portfolios
  • The prospect's profile

Produces

  • A holdings list with the page each line came from
  • Current versus proposed allocation
  • A draft proposal
  • Items that need the advisor's attention

Rules it follows

  • Shows the sourceEvery holding links to the statement page it came from.
  • Flags what it can't priceAnnuities and illiquid holdings are listed for review, not guessed.
  • Never sends to the prospectThe advisor presents it.

Questions firms ask

Last updated: October 2026

How long do statements take today?

Keying holdings from statements often takes several hours per prospect. Here the holdings list is ready for review in minutes.

What if a statement is hard to read?

It flags lines it could not read with confidence for a person to check.

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 Prospects and proposals

See all of Prospects and proposals →

Inbound lead intakeLogs every website, phone or email inquiry, checks it against your minimums and drafts a reply offering a first call.Background and sanctions screeningRuns identity and sanctions checks on a prospect before you invest time, and logs every result.Risk profile scoringScores a completed risk questionnaire with your firm's method and flags answers that don't fit together.Prospect pipeline reportCounts inquiries, meetings, proposals, closes and sources each week from your CRM.Lost prospect follow-upReminds advisors to check back with prospects who did not sign, and drafts the note.
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