Done in 60 Seconds
Deploy specialized AI agents that automate marketing reviews, billing validation, and compliance workflows. Get audit-ready results in minutes instead of days.
20 free runs/month · No credit card required
Seamless Integration With Your Stack
Wealthbox
Redtail
Orion
Schwab
Fidelity
eMoney
What PitCrew Unlocks
Admin Drag
Critical40%
Time lost to manual data entry
CAPACITY DRAIN
NIGO Rate
High Risk30%
Forms returned with errors
REWORK REQUIRED
Relationship Cap
Capped75Clients
Max households per advisor
GROWTH STALLED
System Optimized: Capacity Unlocked.
Execute Protocol
A faster way to run your RIA/broker-dealer firm.
Upload Your Docs
Drag and drop your compliance policies, procedures, and operational documents. We structure your unstructured data.
Choose Your Crew
Select the workflows you want to automate. Configure the "Risk Agents" to match your firm’s specific risk tolerance.
Execute Workflows
Agents run in the background, checking trade rationale, marketing materials, and client intake forms automatically.
The AI Agent Crew
Purpose-built for RIA & broker-dealer operations.
Form ADV Auditor
Ensure consistency between Form ADV Part 1 and Part 2. It compares services, fees, and client types to identify discrepancies across your regulatory filings and brochures.
Social Post Auditor
Review social media content against FINRA 2210 rules. Validates posts against promissory language, performance, testimonials, and risk disclosure requirements automatically.
Fee Schedule Reviewer
Review client invoices against RIA billing data and Form ADV requirements. This workflow automatically produces a detailed compliance summary to ensure fee accuracy.
Marketing Content Auditor
Automates compliance review of marketing documents against FINRA 2210 regulations by analyzing content, selecting applicable rules, and validating against policy requirements.
Compliance Calendar Builder
Generate a custom compliance calendar based on firm registration. The agent analyzes obligations to build a tailored schedule of filing deadlines and crucial review dates.
Competition Researcher
Compare your Form ADV Part 2A and CRS fee disclosures against competitors. Enter your CRD and up to 5 competitor CRDs to visualize exactly how your firm's fees stack up.
Cash Availability Checker
Identify potential 'Cash Shortfall' risks and 'Lost Yield' opportunities. Analyze static data exports to ensure client cash is optimized and liquidity needs are fully met.
Invoice Creator
Generate professional client invoices based on your fee schedule and billing period. Fully customize the output with your firm's specific branding and billing preferences.
Disclosure Mapping Reviewer
Verify that client advisor agreements map correctly to Form ADV disclosures. Ensure all contractual terms align with regulatory filings to mitigate compliance risk gaps.
Billing Drift Detector
Verify if AUM and billing fees have drifted significantly over recent periods. Detect anomalies in fee calculations to ensure billing consistency and revenue accuracy.
Website Reviewer
Audit your firm's website for compliance with FINRA and SEC marketing guidelines. It scrapes and analyzes content to flag potential regulatory issues and risk factors.
Client Data Extractor
Extract insights from meeting notes, transcripts, and emails. Aggregate and convert unstructured data for seamless ingestion into your CRM, Custodian, and PMS software.
Branch Auditor
Enable Broker-Dealers to conduct comprehensive branch audits of supported RIAs. Review video and image files for evidence collection to ensure full operational compliance.
SEC Exam Simulator
Prepare for regulatory scrutiny by simulating a comprehensive SEC examination. Test your firm's readiness against current examination priorities and document requests.
Ready to Automate Compliance?
Start with 20 free runs per month. No credit card required.
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