app.gopitcrew.com / skills / portfolio-oversight
Step 1 / 4
Reading each IPS
Including scanned documents
0 / 212
0%
IPS documents read
Targets and bands for each household
212
Scanned documents
Read the same way
37
Households
Accounts grouped as your firm sets them
186
Step 2 / 4
Checking the bands
At household level, so asset location does not cause false alarms
Chen household
Stocks 71% · band 55 to 65%
Checking
Patel household
Bonds 22% · band 30 to 40%
Checking
Garcia household
Stocks 63% · band 55 to 65%
Checking
Nguyen household
Cash 14% · band 0 to 10%
Checking
Step 3 / 4
Flagging the paperwork
Okafor household
IPS not signed
Unsigned
Brooks household
IPS last updated in 2019
Out of date
List for Mike Sullivan
3 households outside their bands · 2 IPS documents to update
Step 4 / 4
The advisor reviews
Decides what to rebalance
Drift list · 3 households · 2 IPS documents
Waiting for Mike Sullivan
Approve
9:05 AM
Chen and Patel: advisor will rebalance with the trader
9:05 AM
Nguyen: holding cash for a planned purchase, no change
9:06 AM
IPS update tasks created for Okafor and Brooks
PitCrew never trades.
Advisors and the trader decide.