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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 / Data and reporting

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Data and reporting

Your data lives in several systems that rarely agree. PitCrew compares them, flags real breaks, files documents where they belong and assembles client and management reports with the numbers checked. Nothing is changed without approval.

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Agents in Data and reporting

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

Custodian to CRM reconciliationCompares custodian, CRM and portfolio records and flags the real differences.Approved by: Operations Statement parsing, Schwab and FidelityReads Schwab and Fidelity statements into clean, structured data.Approved by: Operations Custodian data feed monitoringChecks custodian data arrives complete and on time, before your team works from stale data.Approved by: Operations Missing data fill-inFinds blank fields in your CRM and proposes values from documents on file.Approved by: Operations CRM clean-up and duplicatesFinds duplicate contacts and messy records in your CRM and proposes clean-ups.Approved by: Operations Change sync across systemsTakes one approved change, such as a new address, and updates it in every connected system.Approved by: Operations Settings change detectionSpots changes to settings that matter, such as fee schedules and permissions, and asks who approved them.Approved by: Operations and compliance Source documents into the CRMPulls key facts from client documents into the right CRM fields, with a link to the source.Approved by: Operations or client service Document filing and clean-upNames and files documents into the right household folder, and tidies old folders.Approved by: Client service Quarterly reporting assemblyAssembles quarterly client reports and checks the numbers before they go out.Approved by: Operations and advisors Management reporting packAssembles the monthly pack for partners: assets, flows, new and closed accounts by advisor.Approved by: COO Form ADV numbersPulls the assets, account and client counts your Form ADV amendment needs.Approved by: Compliance RFP and due diligence questionnairesDrafts answers to RFPs and due diligence questionnaires from your approved past answers and documents.Approved by: The owner of the response

Questions firms ask

Last updated: October 2026

What does Data and reporting cover?

Your data lives in several systems that rarely agree. PitCrew compares them, flags real breaks, files documents where they belong and assembles client and management reports with the numbers checked. Nothing is changed without approval.

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, newsletters Prospects and proposalsInquiries, fit checks, proposals Client onboardingNew accounts, transfers, forms Client meetingsPrep, notes to tasks, follow-up Client serviceRequests, money movement, updates Portfolio oversightDrift, cash, model changes Billing and feesFee checks against agreements Compliance 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.

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