What is the Agent Crew?

Agent Crew is PitCrew's library of pre-built AI agents for financial services operations. Each agent is grounded in firm-specific policies, regulatory requirements, and your connected data. Agents run workflows end-to-end and produce evidence trails as a byproduct.

What is Decision Intelligence?

Decision Intelligence is PitCrew's layer that ensures agents follow your firm's rules, thresholds, and approval paths. Every decision is grounded in policy, deterministic, and auditable. Agents flag exceptions for human review rather than making autonomous decisions outside defined parameters.

What systems does PitCrew integrate with?

PitCrew connects to 40+ systems including custodians (Schwab, Fidelity, Pershing), CRMs (Salesforce, Redtail, Wealthbox), portfolio systems (Orion, Black Diamond, Tamarac, Addepar), compliance platforms, document management, and email. Custom integrations are built during the engagement.

The Platform

One platform for every financial services workflow

Onboarding that stalls. Fee billing that takes days. Compliance prep that eats a full week before every exam. The work hasn't gotten smaller. It's gotten more manual.

PitCrew runs these workflows end-to-end. Agents grounded in your firm's rules, connected to your actual systems, producing examiner-ready evidence as they work. You log in each morning and see what needs your attention. Nothing else.

Start here

PitCrew — Command Center

Command CenterAdvisor

Ask RIA

Clients

142

Exceptions

Next Mtg

10 AM

Book AUM

$89M

Needs Action 2

Park 401k Fee DiscrepancyCRITICAL

$3,700 overcharge. Fee schedule not updated post-restructure.

ReviewApprove Fix

Morrison Trust OnboardingWARNING

2 documents pending signature. IPS and advisory agreement.

ReviewSend Reminder

Today 1

10AM

Park Family — Quarterly Review

IPS drift +12% equity. Rebalance needed. Last met 187 days ago.

IPS exception187d gap$2.4M

Agent Runs

Fee Reconciler

Running

✓Cash Avail.

42 shortfalls · 6:00 AM

!IPS Recon

8 exceptions · 6:01 AM

✓Mktg Review

1 flag fixed · Jun 16

Upcoming

Q3 Billing Recon

Jul 1 · Data ready

IPS Reconciliation

Tomorrow 6:00 AM

PitCrew — Agent Crew

Agent Crew

6 agents deployed

Fee Billing Reconciler

Validate Fees

Validates fee schedules against custodian charges. Flags overcharges.

SchwabOrionQuarterly

Run

Cash Availability Checker

Validate Fees

Identifies accounts with insufficient cash before billing.

SchwabDaily 6AM

Run

Form ADV Auditor

Review Docs

Cross-checks Part 1 vs Part 2 for disclosure discrepancies.

SEC 275.204-3On-demand

Run

Client Onboarding Checker

Onboard

Verifies all required documents for new clients.

WealthboxCRM event

Run

←

Run Complete: Fee Billing Reconciler

Q2 2026 · 2,000 accounts scanned · 47 seconds

1,997

Passed

Exceptions

$4,200

Variance

100%

Coverage

Exceptions Requiring Review

Account	Expected	Charged	Variance
Park 401k	$800	$4,500	+$3,700
Smith IRA	$1,250	$1,450	+$200
Jones Trust	$3,100	$2,800	-$300

Recommended Actions

1. Update Park 401k fee schedule in Orion (0.80%)

2. Process refund of $3,700 to Park 401k

3. Auto-approve Smith IRA (rounding, within threshold)

Agent Crew

Pre-built agents that run your workflows end-to-end

Not chatbots waiting for instructions. PitCrew agents run autonomously on schedule, on trigger, or on demand. Each one is configured to your firm's specific rules, thresholds, and data sources. They pull from your systems, validate against your policies, and flag exceptions for human review.

30+ agents ship out of the box. Your FDE configures them to your firm in the first week. Every run produces complete output with an evidence trail attached, so you never have to prove the work was done separately.

Scheduled or on-demand Firm-specific rules Human-in-the-loop Evidence as byproduct

Decision Intelligence

Every decision grounded in your firm's encoded policies

Generic AI guesses. PitCrew doesn't. Every agent decision traces back to a specific policy rule: your fee schedules, your compliance thresholds, your approval paths, your regulatory obligations. We encode your firm's Ground Truth across SEC, FINRA, and firm-specific policies, with variables drawn directly from your connected systems.

When something fails, you see exactly which rule triggered, what was expected versus what was found, and the recommended next step. No black boxes. No unexplained outputs.

Policy rules engine SEC / FINRA grounded Firm-configured thresholds Full audit trail

Ground Truth — Policy Evaluation

Evaluating: Park 401k Fee Review

Agent is checking this account against your firm's Ground Truth policy rules. Each rule references SEC/FINRA regulations encoded in your configuration.

221 rules · 339 variables

FEE_SCHEDULE_THRESHOLD

Park_401k.fee_rate ≤ advisory_agreement.max_rate (0.0080)

FEE_MATCHES_CUSTODIAN

orion.fee_charged = schwab.fee_debited

AGREEMENT_IS_CURRENT

advisory_agreement.signed_date within 365d

RESTRUCTURE_FEE_UPDATE

if account.restructured → fee_schedule.updated_after(restructure_date)

BILLING_CYCLE_CORRECT

billing.frequency = agreement.billing_frequency

Flag Detail: RESTRUCTURE_FEE_UPDATE

Restructured:Apr 12, 2026 Expected rate:0.80% → $800/qtr Actual charged:1.80% → $4,500/qtr Overcharge:$3,700

0

Rules evaluated

0 passed

0 flagged

Ask RIA

Ask anything about your clients, compliance, or data...

Ask RIA

Ask questions across your entire firm, or drill into a single run

Ask RIA is a conversational layer that spans your firm's data, documents, and agent outputs. Ask about billing readiness across all accounts. Drill into why a specific account was flagged. Query a collection of compliance documents. Run bulk analysis across quarters.

Every answer is grounded in your actual data, with embedded charts, tables, and links to source documents. Not a generic chatbot. A copilot that knows your firm because it reads from the same systems your agents do.

Firm-wide queries Run-specific context Document collections Embedded charts & tables

Integrations

40+ systems connected. No rip-and-replace. No migration.

Your systems stay where they are. PitCrew connects to custodians, CRMs, portfolio platforms, email, storage, and scheduling. Each integration uses native APIs with proper authentication (OAuth, API keys, SFTP). Your existing stack becomes the foundation, not an obstacle.

Settings — Integrations

Connected6 active

Schwab

Connected

Fidelity

Connected

Orion

Connected

Salesforce

Connected

SharePoint

Connected

Pershing

Connected

Available

Gmail

Available

Connect

Slack

Available

Connect

Wealthbox

Available

Connect

Custodians

Portfolio Management

CRM

Google Workspace

Microsoft 365

Comms & Scheduling

Storage & Signing

Finance & Billing

Workflow & Other

Evidence & Artifacts

Exam-ready evidence generated as a byproduct of every run

Exam prep used to cost $80-100K and eat a full week before every SEC examination. With PitCrew, the evidence assembles itself. Every agent run produces documented output: analysis reports, exception logs, decision rationale, source citations. These artifacts land in your evidence vault organized by category, time period, and regulation.

When your next exam arrives, you're not scrambling to prove the work was done. It was documented as it happened. Share with your examiner when every item is complete, not a moment before.

Three-tier evidence model Auto-generated audit trails Organized by regulation Pre-share checklist

SEC Exam Pack — Q2 2026

ExportShare with Examiner

23/27

Complete

Pending

85%

Exam Ready

Evidence completeness85%

✓Fee Billing Reconciliation Q2GeneratedJun 15

✓Form ADV Cross-Check ReportGeneratedJun 12

✓Client Onboarding Audit TrailGeneratedJun 18

✓IPS Drift Exception LogGeneratedJun 21

○Marketing Review EvidenceNeeds ReviewPending

△Custodian Account StatementsNot ReceivedMissing

⚠ 2 items blocking examiner share: marketing review needs approval, custodian statements not received

One platform for every financial services workflow

Pre-built agents that run your workflows end-to-end

Every decision grounded in your firm's encoded policies

Ask questions across your entire firm, or drill into a single run

40+ systems connected. No rip-and-replace. No migration.

Exam-ready evidence generated as a byproduct of every run

Deployed in 15 days

30+ pre-built agents

SOC 2 Type II

Tell us what's eating your team's time