Onboarding that stalls. Fee billing that takes days. Compliance prep that eats a week before every exam. The work hasn't gotten smaller — it's just gotten more manual. PitCrew runs these workflows end-to-end: agents grounded on your firm's rules, connected to your actual systems, with every action documented as it happens.
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A single dashboard showing what needs attention, what's running, and what's complete. Review flagged items, approve outputs, track every workflow.
Upload data, set parameters, run. Each agent validates, processes, flags exceptions for human review, and produces a complete output with evidence trail.
Every agent references your policy engine — the rules, thresholds, and compliance logic specific to your firm. Not generic AI. Not guesswork. Your policies, encoded and enforced.
Not just a status update. Categorized analysis, risk assessment, recommended actions, and downloadable reports ready for your next examination.
Schwab, Fidelity, Pershing, Orion, Tamarac, Salesforce, Redtail, Wealthbox, and more. No rip-and-replace. No migration.
Your FDE handles everything
Configured to your firm's rules
Zero data retention
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