Agent library / Client service / RMD tracking
RMD tracking
PitCrew tracks each account with a required minimum distribution from custodian data, flags those not yet satisfied as year end approaches and drafts outreach. Operations and the advisor act.
When it runsMonthly, weekly from September
Who approvesOperations and the advisor
Works withCustodian data, CRM, Outlook
How it works
4 steps. A person decides at the end.
- Builds the listAccounts with an RMD and the amount due
- Tracks distributionsFrom custodian data through the year
- Flags what's unmetWith time left before year end
- A person approvesAdvisor approves outreachAnd the plan for each client
What it reads and what it produces
Reads
- Custodian data with RMD amounts and distributions
- Client records
Produces
- An RMD tracker
- Weekly unmet list from September
- Outreach drafts
Rules it follows
- Never processes a distributionOperations does.
- Flags inherited IRAsThose with special rules are listed for review.
Questions firms ask
Last updated: October 2026
What if a client took part of the RMD elsewhere?
It flags the account for a person to confirm instead of assuming it is unmet.
Where does the account data come from?
From the custodian and portfolio data your firm already receives each day, such as positions, balances and transactions.
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 service
Client requests: money in, money outLogs each money request, proposes what to sell, and checks daily until the cash is ready.Client inquiry responseDrafts answers to client and CPA questions with the data attached.Client follow-up email draftsDrafts follow-ups for documents, signatures and open requests waiting on a client.Beneficiary reviewFinds accounts with missing or out-of-date beneficiaries and creates review tasks.Client offboardingWorks the closing checklist when a client leaves, including the refund of any prepaid fee.
Don't see your work?
Tell us the taskWe build it with you, from data access to the first production run in 5 working days.