Skip to main content
Platform Agent library
Marketing and referrals Prospects and proposals Client onboarding Client meetings Client service Portfolio oversight Billing and fees Data and reporting Compliance and risk
Wealth Management / RIA Family Office Fund Administration Asset Management Private Equity Venture Capital Pension / Endowments RIA Aggregators
Factory Platform of Work Trust About Us Login Get in touch
Skills Marketing and referrals Prospects and proposals Client onboarding Client meetings Client service Portfolio oversight Billing and fees Data and reporting Compliance and risk All agents
Agent library / Client onboarding

Win and onboard clients

Client onboarding

Open accounts, bring assets over from other firms and get every form right the first time. PitCrew fills in the paperwork from data you already have, checks it before it goes out and flags what's missing. Your team reviews and submits.

Get in touchSee all agents

Example run with sample data

Agents in Client onboarding

Choose an agent to see what it reads, what it produces and the rules it follows.

Client form automationFills in custodian, transfer and agreement forms from client data you already have and flags what's missing.Approved by: OperationsNew account onboarding reviewChecks each new account packet before it goes to the custodian, so it is not sent back.Approved by: OperationsClient intake and document collectionSends the right document checklist for each new client, tracks what's arrived and reminds clients about the rest.Approved by: Client serviceAccount transfers and re-registrationTracks every transfer from another firm until the assets arrive, and chases the exceptions.Approved by: OperationsInternal new-client form and approvalsBuilds the internal new-client form from the CRM and the signed agreement, and routes it for sign-off.Approved by: Billing and operationsCustodian form version checkMakes sure every form going out is the custodian's current version.Approved by: OperationsRollover and exchange paperworkAssembles the comparison and paperwork for a 401(k) rollover or annuity exchange, with the reasons documented.Approved by: The advisor, then complianceAnnuity application reviewChecks annuity applications for missing information and required documents before they go to the carrier.Approved by: Operations or the supervisorIPS draftingDrafts an investment policy statement from your template and the client's profile.Approved by: The advisor

Questions firms ask

Last updated: October 2026

What does Client onboarding cover?

Open accounts, bring assets over from other firms and get every form right the first time. PitCrew fills in the paperwork from data you already have, checks it before it goes out and flags what's missing. Your team reviews and submits.

Does a person approve the work?

Yes. Each agent shows its work to the right person before anything is written to your systems or sent to a client. Every run is kept in your firm's private deployment.

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.

Other Skills

The rest of the agent library, in the order of a client's life with your firm.

Marketing and referralsReferrals, events, newslettersProspects and proposalsInquiries, fit checks, proposalsClient meetingsPrep, notes to tasks, follow-upClient serviceRequests, money movement, updatesPortfolio oversightDrift, cash, model changesBilling and feesFee checks against agreementsData and reportingMatching data, client and firm reportsCompliance and riskReviews, exams, security
Don't see your work?

We build it with you, from data access to the first production run in 5 working days.

Tell us the task