Monitor drift across systems
PitCrew continuously watches your connected systems for data changes, configuration mismatches, and policy threshold breaches. When something drifts, your team knows immediately, not at the next audit.
Book a DiagnosticThe Problem
Your systems drift apart between reconciliations
Data changes in one system but not another. A field gets updated, a record gets deleted, a configuration gets overridden. Nobody notices until the next quarterly reconciliation or an auditor catches it.
Changes happen between cycles
You reconcile quarterly, but data changes daily. An address gets updated in the CRM but not the custodian. A fee schedule changes in billing but the agreement isn't updated. Drift accumulates silently.
No one is watching continuously
Your team runs checks at scheduled intervals. Between those intervals, changes flow through systems unchecked. By the time someone looks, the drift has compounded.
Problems are found reactively
A stakeholder reports a wrong address. An auditor flags a missing record. A billing error surfaces in a complaint. Every discovery is reactive, never proactive.
Small drift becomes big exposure
One mismatched field is easy to fix. Hundreds of mismatched fields across months of unmonitored changes? That's an audit finding, a compliance issue, or a billing correction project.
How It Works
Continuous monitoring in three steps
Watch systems
PitCrew monitors your connected systems continuously: CRM, custodian, portfolio system, billing, and accounting. Every data change, new record, and deletion is tracked in real time.
Detect drift
When data in one system doesn't match another, PitCrew flags it immediately. Changes categorized as warnings (potential issues) or alerts (confirmed mismatches requiring action).
Alert and log
Your team gets notified via email, Slack, or workflow queue. Every detected change is logged with before/after values, timestamps, and the systems involved. Full evidence trail.
Use Cases
Where firms use Monitor Drift
Cross-system data consistency
Watch for fields that change in one system but not others: addresses, contact info, account assignments, entity relationships. Catch mismatches the same day they happen.
Policy threshold monitoring
Set thresholds for unresolved items, pending reviews, or aging exceptions. When counts exceed your policy limits, PitCrew alerts your team before it becomes a compliance issue.
Configuration drift detection
Monitor system configurations for unauthorized or unexpected changes: fee schedule modifications, permission changes, workflow rule updates. Know when something changes that shouldn't have.
Orphaned and missing record detection
Find records that exist in one system but not another: accounts opened in the custodian but missing from the CRM, entities removed from one system but still active in others.
Data feed health monitoring
Watch incoming data feeds for breaks: late arrivals, format changes, missing fields, unexpected values. Get alerted before a feed issue cascades into downstream problems.
Change audit trail
Maintain a continuous log of every data change across all connected systems. When an auditor or regulator asks "what changed and when," the answer is already documented.
Integrations
Connects to the systems you already use
Monitor Drift watches your existing platforms continuously. No manual checks needed.
40+ integrations available. If your system has an API, PitCrew can connect to it.
Frequently asked questions
Last updated:
How often does Monitor Drift check systems?
Continuously. PitCrew monitors connected systems in real time and detects changes as they happen. You configure alert thresholds and notification preferences for your team.
How is this different from Reconcile Data?
Reconcile Data runs a full comparison at a point in time and produces an exception report. Monitor Drift watches continuously between reconciliations and alerts you the moment something changes. They work together: Monitor catches drift daily, Reconcile validates the full picture quarterly.
How does PitCrew notify my team?
Email, Slack, workflow queue, or any combination. You configure notification rules by severity: warnings can go to a digest, alerts can trigger immediate notifications to specific team members.
Can I set custom thresholds?
Yes. Define thresholds for unresolved items, aging exceptions, data staleness, and any other metric that matters to your firm. PitCrew alerts when thresholds are breached.
What does the evidence trail look like?
Every detected change is logged: which systems were involved, before and after values, timestamps, and whether the change was acknowledged or resolved. Continuous audit trail exportable as PDF.
Stop finding drift after the fact
15-minute diagnostic call. We review your systems and show you exactly where Monitor Drift fits.
Book a Diagnostic