Continuously collects the materials needed for annual reviews — notes, communications, allocations, suitability checks, escalations — and assembles them into a complete, audit-ready package.
Annual reviews are painful because firms scramble to rebuild 12 months of advisor & rep activity, documentation, supervisory actions, and suitability events — often across multiple systems.
Annual reviews don't fail because firms skip them. They fail because reconstructing a year of activity retroactively is overwhelming—and critical documentation gets lost or overlooked.
This agent fixes exactly that.
Notes, trades, reviews, escalations continuously.
By client, rep, issue, date, theme.
What changed, why, and what actions were taken.
Consistent, complete, ready for supervisors & auditors.
Annual Review Ready: 47 items compiled, 3 missing follow-ups.
Suitability changes: 4 objective updates this year.
Summary: No open escalations.
No year-end panic.
Complete review packets ready.
No multi-system gathering.
Evidence ready on demand.
Your advisors focus on clients. Your ops team gets consistency. Your principals get predictability. PitCrew handles the rest.