PitCrew is the agentic AI platform built for financial services operations, configured to your firm's exact rules, not a generic chatbot bolted onto your stack. Pre-built Skills handle data reconciliation, fee validation, document review, onboarding, and compliance evidence.

Wealth Managers run on 10-20 disconnected systems across CRM, custodian, portfolio management, planning, compliance. Every client update, billing cycle, and compliance check means someone manually bridging the gaps.

PitCrew closes that gap by:

• Data reconciliation: Automatically reconciles data across connected systems to detect and resolve discrepancies before they impact clients.
• Document review: Reviews documents against SEC and firm-specific policies to identify compliance issues in minutes.
• Data extraction: Extracts verified, structured data from PDFs and other documents, eliminating manual data entry.
• Fee validation: Validates account fees against billing schedules and AUM to catch discrepancies before billing.
• Entity onboarding: Automates end-to-end client onboarding across CRM, custodian, and portfolio management systems.
• Report generation: Generates compliance-ready reports and regulatory filings directly from your systems of record.
• Drift monitoring: Continuously monitors portfolio and data drift, alerting teams as soon as inconsistencies arise.
• Inquiry response: Automatically compiles evidence-backed responses for auditor and client inquiries across connected systems.

PitCrew is built for regulated environments

• SOC 2 Type II Certified: Independently audited by Assurion Services LLC. Verified over a 6-month period, not a point-in-time snapshot.
• Zero Data Retention: Your data is processed, never stored, and never used to train models.
• AWS Infrastructure: Three-tier network isolation, KMS encryption, TLS 1.2+