Every acquisition adds technical debt. PitCrew clears it
Different custodians, different fee schedules, different CRMs, different compliance policies. Every deal you close adds months of integration work for your COO, CCO, and CFO. PitCrew runs post-acquisition billing reconciliation, cross-firm data mapping, and compliance harmonization across all your offices, and produces audit-ready evidence as a byproduct.
The Reality
Every deal multiplies the operational complexity
Post-acquisition integration takes 6-18 months per deal
Each acquisition brings thousands of accounts to repaper, data to migrate, and fee schedules to map. Your COO's team is still integrating the last deal when the next one closes. At 3-5 acquisitions per year, integration backlogs compound. Advisors wait months before their clients see a unified experience.
One ADV covering hundreds of advisors across dozens of offices
Your CCO manages marketing review for 100+ advisors, each with their own social media and client communications. SEC exam prep requires pulling evidence from legacy systems that acquired firms used before the deal. Exam cost scales with firm count, not linearly. Total exposure: $200K-$500K per exam cycle.
Dozens of fee schedules, one quarterly billing cycle
Every acquired firm had its own fee structure. Grandfathered rates, custom arrangements, advisor comp splits that vary by deal terms. Your CFO reconciles billing across 10-60+ firms in Excel. Revenue leakage hides in the complexity. A 1% miss across $50B AUM is $500K in lost revenue per year.
Policy harmonization across 30+ acquired firms
Each acquisition brought its own compliance policies, trading restrictions, and vendor relationships. Your CIO inherits legacy tech stacks and security configurations. Documenting which policies apply to which office, and proving consistent enforcement across all of them, is a full-time job that nobody was hired for.
How It Works
The grunt work across every cycle
Integration, compliance, finance, and operations. Each tab shows what your team handles today across all your acquired firms and what changes with PitCrew.
Cross-System Data Reconciliation
Acquired firms run on different CRMs and custodians. Schwab here, Fidelity there, Pershing at three offices. Client data formats differ across every system. Your ops team reconciles thousands of records across platforms that were never designed to talk to each other.
With PitCrew: Nightly reconciliation across all custodians and CRMs regardless of source system. Mismatches auto-resolved where rules are clear. Exceptions routed to the right office. One view across all acquired firms.
Marketing Surveillance Across 100+ Advisors
Every acquired firm had its own marketing practices. Some advisors post daily on LinkedIn, others run email campaigns. Your CCO reviews all of it against the Marketing Rule (206(4)-1) for one registered entity. Volume scales with every acquisition. Flagging performance claims across hundreds of advisors is not sustainable manually.
With PitCrew: Marketing materials and social posts reviewed against SEC requirements across all advisors. Performance claims, testimonials, and endorsements flagged. Your CCO reviews flagged content by office or advisor, not everything.
CRM Data Quality Across Legacy Systems
Some offices use Salesforce, others Wealthbox or Redtail. Client records duplicated during migration. Contact data decays 25-35% annually per system. Enterprise reporting requires clean, consolidated data. Your team runs cleanup projects that are outdated within weeks.
With PitCrew: CRM-to-custodian reconciliation runs nightly across all office systems. Duplicates flagged across platforms. Format mismatches corrected. Data quality score tracked per office and enterprise-wide.
Custodian Feed Monitoring
Multiple custodians per acquisition means multiple data feeds. Feed failures at one custodian affect billing and reporting for a subset of offices. Your team discovers the issue when advisors or clients report incorrect balances, sometimes days later.
With PitCrew: All custodian feeds monitored continuously. Feed failures, format changes, and data gaps flagged immediately with affected office and account count. Your ops team resolves issues before they cascade.
Consolidated Billing Across All Firms
Dozens of legacy fee schedules, grandfathered rates, custom arrangements per deal. Your CFO reconciles billing across 10-60+ acquired firms. Advisor comp splits vary by acquisition terms. Each firm's billing logic was built in Excel by someone who left after the deal closed.
With PitCrew: Every fee validated against legacy and standard schedules per account. Grandfathered rates tracked. Comp splits calculated per deal terms. Revenue leakage identified across the enterprise. Fee debit files generated per custodian.
Client Reporting at Enterprise, Practice, and Client Levels
Board wants enterprise-level reporting. Practice leaders want office-level summaries. Clients want individual performance. Data lives across multiple portfolio systems. Your team builds these reports from different sources depending on which office the client belongs to.
With PitCrew: Reports generated at enterprise, practice, and client levels from all connected portfolio systems. Data normalized regardless of source. Your team reviews and distributes, not assembles.
Compliance Testing at Scale
Annual compliance testing must cover all offices, all advisors, all policies. Sample sizes scale with firm count. Your CCO tests the same policies across offices that may implement them differently. Testing 30+ offices with the same rigor as testing one is 30x the work.
With PitCrew: Compliance testing run across all offices against firm-wide policies. Exceptions flagged per office with context. Testing workpapers generated automatically. Your CCO reviews findings, not raw data.
Advisor Compensation Calculation
Every acquisition deal has different comp terms. Some advisors on revenue share, others on salary plus bonus, others on tiered payouts that change based on AUM thresholds. Your CFO tracks comp splits across dozens of deal structures in spreadsheets.
With PitCrew: Comp calculated per deal terms and revenue attribution. Tier thresholds monitored. Discrepancies between calculated and paid comp flagged. Your CFO reviews exceptions, not every calculation.
ADV Annual Update
One Form ADV covering hundreds of advisors across dozens of offices. Every acquisition changes the disclosures: new offices, new custodian relationships, new fee schedules, new disciplinary history. Data lives across HR, accounting, ops, and compliance at each acquired firm.
With PitCrew: Current firm data across all offices compared to prior ADV disclosures. Changes identified with justification per office. Amendment draft with redline produced. Your CCO and counsel review before filing.
Cybersecurity Assessment Across All Offices
Each acquired firm had different security tools, different access controls, different vendor relationships. Your CIO inherits 15+ office networks, each with its own configuration. SEC expects consistent cybersecurity practices across the entire registered entity.
With PitCrew: Access logs pulled from all office systems. Vendor SOC 2 reports reviewed per office. Security posture scored per location. Your CIO reviews a consolidated risk assessment, not office-by-office raw data.
Vendor Due Diligence for Inherited Vendors
Every acquisition brings inherited vendor relationships. Some offices use tools that overlap with the enterprise stack. Others have vendor contracts with no breach notification clauses. Your team discovers these gaps during audit, not during onboarding.
With PitCrew: Inherited vendor contracts reviewed for security clauses and Reg S-P compliance. Overlap with enterprise vendors identified. Risk tiering applied. Your CIO reviews risk assessments per acquisition.
Code of Ethics for All Advisors
Hundreds of advisors across dozens of offices. Annual certifications, quarterly personal trading reviews, pre-clearance requests. Each office had its own process before acquisition. Some used compliance platforms, others used email and spreadsheets.
With PitCrew: Personal trading reports reviewed against restricted list across all advisors. Certifications tracked per office. Exceptions flagged. Your CCO reviews exceptions enterprise-wide, not per office.
New Acquisition Integration
Every deal starts the same way: import custodian data, map fee schedules, reconcile client records, identify exceptions. 6-18 months of manual work per acquisition. Your VP of Integration manages a backlog that grows with every deal.
With PitCrew: Custodian files imported, fee schedules scanned from acquisition docs, accounts mapped to enterprise systems. Exceptions flagged: grandfathered rates, custom arrangements, fee waivers. Integration timeline compressed.
SEC Exam Response Across Legacy Systems
SEC examiners request evidence spanning 2-5 years. For aggregators, that evidence lives in legacy systems from acquired firms that may no longer exist in the same form. Your team searches email archives, old shared drives, and deprecated compliance platforms across multiple offices.
With PitCrew: Examiner requests mapped to evidence produced across all offices. Documents indexed regardless of source system. Evidence assembled from daily, quarterly, and annual workflow runs. Your team reviews and submits.
Advisor Transitions Between Offices
Advisors move between offices within the aggregator. Client accounts, comp arrangements, and compliance records need to follow. Data lives in different systems at each office. The transition takes weeks of manual coordination between ops teams.
With PitCrew: Advisor records mapped across office systems. Client accounts, comp terms, and compliance history transferred. Data validated post-transition. Your ops team handles advisor questions, not data migration.
Client Repapering
Post-acquisition, thousands of clients need new advisory agreements under the aggregator entity. Each client's fee schedule, account structure, and service level must be preserved or renegotiated. Your team sends, tracks, and processes paperwork manually for months.
With PitCrew: Client agreements generated per legacy terms with required entity changes. Fee schedules mapped. Tracking dashboard per office. NIGO issues caught before mailing. Your team handles client questions, not document assembly.
PitCrew Skills
8 Skills configured for your aggregator platform
A Skill is an agentic workflow that connects to your systems across all offices, runs the work end-to-end, surfaces exceptions for your team to review, and produces a complete evidence trail. Our team configures each one to your firm's data, policies, and deal-specific thresholds.
Reconcile Data
Compare client data across custodians, CRMs, and portfolio systems at every acquired firm. Flags AUM discrepancies, position breaks, and contact data mismatches across offices running different platforms. One reconciliation engine for Schwab, Fidelity, Pershing, and every other custodian in your network.
Review Documents
Review marketing materials from 100+ advisors against the Marketing Rule (206(4)-1), acquisition agreements for fee schedule accuracy, vendor SOC 2 reports across inherited vendors, and compliance documents per office. Flags issues before distribution, filing, or renewal.
Extract Data
Pull structured data from acquisition documents, legacy fee schedules, custodian statements across multiple platforms, and SEC exam request letters. No more manual re-keying from PDFs during post-acquisition data migration or exam response.
Validate Fees
Calculate advisory fees against both legacy and standard fee schedules per account. Tracks grandfathered rates, custom deal arrangements, and fee waivers across all acquired firms. Identifies revenue leakage and overcharges before they become exam findings or client complaints.
Onboard Entities
Onboard acquired firms, their advisors, and their clients into enterprise systems. Read acquisition documents, extract account data, map fee schedules, provision access across compliance and reporting platforms. Also handles advisor transitions between offices.
Generate Reports
Assemble enterprise dashboards, practice-level summaries, client reports, billing reconciliation workpapers, and compliance testing documentation. Data aggregated across all office systems. Your team reviews output at whatever level of detail they need.
Monitor Drift
Continuous monitoring for data drift between office systems, fee schedule deviations from enterprise standards, policy compliance across acquired firms, and custodian feed health per office. Detects when an acquired firm's practices diverge from enterprise policy.
Respond to Inquiries
Assemble responses to SEC exam requests spanning evidence from dozens of legacy systems, audit inquiries across offices, and board-level questions about integration progress. Every workflow run produces indexed, timestamped evidence. When the request arrives, the evidence is already organized by office and topic.
Integrations
Connects to the systems across all your offices
Different offices, different tech stacks. PitCrew connects to all of them. Don't see yours? We build custom integrations for whatever your firms run on.
Custodians
- Schwab
- Fidelity
- Pershing (BNY)
- Altruist
Portfolio / Reporting
- Orion
- Black Diamond (SS&C)
- Tamarac (Envestnet)
- Addepar
CRM
- Salesforce
- Wealthbox
- Redtail
- Practifi
Billing
- Orion Billing
- BillFin (Envestnet)
Compliance
- COMPLY
- ComplySci
- MyComplianceOffice
Document Management
- NetDocuments
- Laserfiche
- Docupace
Integration
- Orion Connect
- Salesforce MuleSoft
Productivity
- Outlook
- Teams
- Excel
Frequently asked questions
Last updated:
How does PitCrew handle post-acquisition integration?
PitCrew imports custodian files from the acquired firm, scans fee schedules from acquisition documents, and maps accounts to your enterprise systems. Exceptions are flagged automatically: grandfathered rates, custom arrangements, fee waivers, and data mismatches. Your VP of Integration reviews flagged items instead of manually processing every account. The integration timeline depends on firm size, but the manual data work that typically takes months is compressed significantly.
How does multi-firm billing reconciliation work?
The Validate Fees skill reads fee schedules from every acquired firm, including legacy rates, grandfathered arrangements, and standard enterprise schedules. It pulls AUM from all custodians, calculates what should have been billed per account, and compares it to what was charged. Revenue leakage and overcharges are flagged with the specific cause and affected office. Your CFO reviews discrepancies across the enterprise in one view, not office by office in Excel.
Can PitCrew handle compliance at scale across 30+ offices?
Yes. PitCrew runs compliance testing, marketing surveillance, and code of ethics reviews across all offices simultaneously. Policies are configured at the enterprise level with office-specific overrides where needed. Testing workpapers are generated per office and aggregated enterprise-wide. Your CCO reviews exceptions across all offices in a unified dashboard rather than coordinating separate testing processes per location.
How does SEC exam response work across legacy systems?
Every Skill run produces a timestamped evidence trail regardless of source system. When the SEC examiner sends a document request, PitCrew maps each item to evidence already produced across all offices. Documents from legacy systems that were integrated into the platform are indexed and searchable. Evidence assembled automatically by topic and office. Your team reviews and submits, not searches through deprecated systems.
How is client data protected across all connected systems?
PitCrew is SOC 2 Type II certified. Hosted on AWS with three-tier network isolation, encryption at rest (KMS), TLS 1.2+ in transit, and Multi-AZ deployment. Zero data retention after processing. Each office's data is logically separated. Your data is never used for model training. Every access logged and auditable per office and per user.
Every acquisition adds complexity. Start clearing the backlog
We review the systems across your offices, map the integration and compliance grunt work, and show you exactly where PitCrew fits. 15 working days from first call to production.
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