RAR Advisor Support
Scalable advisor support solutions for independent advisors, ensemble practices, RIAs, and enterprise organizations.
- Advisor Support
- Complex Advisor/Firm Support
- Direct Placement Solutions
- Experienced advisor support professionals
Platform Experience Includes:
- LPL • Fidelity • Schwab • Orion • Wealthbox • Redtail • Black Diamond • Holistiplan • eMoney
RAR Institutional Operations
Operational infrastructure, workflow architecture, and embedded support designed for institutional advisory organizations.
- CRM Implementation
- Workflow Architecture
- Embedded Operations
- Transition Support
- Training and Governance
Supported Systems Include:
- Fidelity • Schwab • Goldman Sachs Custody Solutions • SEI
• AssetMark - Wealthbox • Redtail • Orion • Black Diamond • PreciseFP • Microsoft 365 • CRM Workflow Automation
Why Advisors Choose RAR
Operational Expertise. Technology. Execution.
Because your firm doesn’t operate like everyone else’s—your support shouldn’t either.
We place professionals already fluent in your CRM, custodian, and workflow.
Operational Experts
- Experienced with Schwab, Fidelity, LPL, Orion, Wealthbox, Redtail, Salesforce
- Matched to your technology stack
- Ready to contribute from day one
Proven Operating Framework
- Hundreds of documented workflows
- CRM implementation expertise
- Advisor transitions
- Operational best practices
Scalable Partnership
- Flexible staffing models
- Transition support
- CRM optimization
- Ongoing operational consulting
Introducing TCree™
The Operating Platform for Modern Wealth Management – Now in Development
For nearly a decade, Remote Advisor Resources has partnered with advisory firms to solve complex operational challenges—from CRM architecture and advisor transitions to scalable operational infrastructure. That experience is now being transformed into TCree™—a proprietary operating platform built specifically for modern wealth management firms.
We’re developing a proprietary technology platform designed specifically for wealth management firms to transform how operational infrastructure is built, managed, and scaled.
Workflow Intelligence • CRM Architecture • AI Guidance • Transitions • Operational Infrastructure
