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Agent library / Compliance and risk / Vendor security review

Vendor security review

PitCrew keeps your list of vendors with access to client data, reads their security reports and questionnaires, and flags exceptions, gaps and expiring documents.

When it runsYearly, and when a report expires
Who approvesCompliance and the COO
Works withDocument storage, email
Get in touchDescribe your version of this task

How it works

4 steps. A person decides at the end.

  1. Keeps the listVendors with client data
  2. Reads the reportsSecurity reports and questionnaires
  3. Flags issuesExceptions, gaps, expiry
  4. A person approvesCompliance reviewsFollows up

What it reads and what it produces

Reads

  • Vendor list
  • Security reports and questionnaires

Produces

  • Findings by vendor
  • Expiry reminders

Rules it follows

  • Read onlyIt changes nothing.
  • Quotes the reportFor each finding.

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.

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