Agent library / Portfolio oversight / Trade and allocation review
Trade and allocation review
Before orders go out, PitCrew checks them against client restrictions and each IPS, and flags anything that breaks a rule. Your trader decides what to fix.
When it runsBefore each trade window
Who approvesThe trader
Works withOrder files, IPS documents
How it works
4 steps. A person decides at the end.
- Reads the ordersFrom your trading system export
- Checks each oneAgainst restrictions and the IPS
- Flags problemsWith the rule broken
- A person approvesTrader decidesFixes and sends
What it reads and what it produces
Reads
- Proposed orders
- Client restrictions
- IPS documents
Produces
- A pass or a list of flagged orders, with the reason
Rules it follows
- Never sends ordersThe trader sends.
- Names the ruleEach flag says which restriction or band it breaks.
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 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IPS drift detectionChecks every household against its IPS and flags drift, plus IPS documents that are missing or out of date.Cash and position monitoringWatches cash in every account against targets and what's coming up: withdrawals, fees and RMDs.Model change instructionsTurns approved model changes into account-level rebalancing instructions for your trader to review.Alternatives: capital calls and distributionsReads capital call and distribution notices, classifies them correctly and prepares the entries for approval.
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.