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Marketing and referrals Prospects and proposals Client onboarding Client meetings Client service Portfolio oversight Billing and fees Data and reporting Compliance and risk
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Agent library / Portfolio oversight

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Portfolio oversight

PitCrew checks every household against its IPS, watches cash, prepares rebalancing instructions after model changes and reviews orders before they go. It never places trades. Your trader and advisors decide and trade.

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Example run with sample data

Agents in Portfolio oversight

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

IPS drift detectionChecks every household against its IPS and flags drift, plus IPS documents that are missing or out of date.Approved by: The advisorCash and position monitoringWatches cash in every account against targets and what's coming up: withdrawals, fees and RMDs.Approved by: The trader and the advisorModel change instructionsTurns approved model changes into account-level rebalancing instructions for your trader to review.Approved by: The traderTrade and allocation reviewChecks proposed orders against client restrictions and the IPS before they go out.Approved by: The traderAlternatives: capital calls and distributionsReads capital call and distribution notices, classifies them correctly and prepares the entries for approval.Approved by: Billing and data team

Questions firms ask

Last updated: October 2026

What does Portfolio oversight cover?

PitCrew checks every household against its IPS, watches cash, prepares rebalancing instructions after model changes and reviews orders before they go. It never places trades. Your trader and advisors decide and trade.

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 onboardingNew accounts, transfers, formsClient meetingsPrep, notes to tasks, follow-upClient serviceRequests, money movement, updatesBilling and feesFee checks against agreementsData and reportingMatching data, client and firm reportsCompliance and riskReviews, exams, security
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