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
Integration backlogs compound at 3-5 acquisitions per year.
- Your COO team is integrating the last deal when the next one closes
- Accounts mapped, fee schedules extracted, exceptions flagged — timeline compressed
One ADV covering hundreds of advisors across dozens of offices
Exam cost scales with firm count. Total exposure: $200K–$500K per cycle.
- CCO pulls evidence from legacy systems per office, manually
- Evidence assembled by topic and office from every workflow run
Dozens of fee schedules, one quarterly billing cycle
A 1% miss across $50B AUM is $500K in lost revenue per year.
- CFO reconciles grandfathered rates and comp splits across 10–60+ firms in Excel
- Every fee validated per account, leakage flagged before the billing run
Policy harmonization across 30+ acquired firms
Proving consistent enforcement across all offices is a full-time job nobody was hired for.
- Each firm brought its own policies, tech stacks, and vendor relationships
- Compliance tested enterprise-wide, workpapers generated per office automatically
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.
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
Flags AUM discrepancies, position breaks, and contact mismatches across every custodian and CRM in your network.
Review Documents
Reviews marketing materials, acquisition agreements, and vendor SOC 2 reports across all offices — flags issues before distribution or filing.
Extract Data
Pulls structured data from acquisition documents, legacy fee schedules, custodian statements, and exam request letters — no manual re-keying from PDFs.
Validate Fees
Validates fees against legacy and standard schedules per account, tracks grandfathered rates, and identifies revenue leakage before it becomes an exam finding.
Onboard Entities
Onboards acquired firms, advisors, and clients into enterprise systems — reads acquisition docs, maps fee schedules, and provisions access across platforms.
Generate Reports
Assembles enterprise dashboards, practice summaries, client reports, and compliance workpapers from all connected office systems.
Monitor Drift
Monitors data drift, fee deviations, policy compliance, and custodian feed health across all offices — detects divergence before it compounds.
Respond to Inquiries
Assembles exam responses from indexed evidence across all legacy systems — when the request arrives, 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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