The Three Pillars of the TCree Engine
01 / WORKFLOWS
Turnkey CRM Workflow Engines
Standardized task sequences mapped to your CRM and the agreed implementation scope.
02 / PLAYBOOKS
Step-by-Step SOP Playbooks
Operational manuals defining responsibilities, checkpoints, and exception handling.
03 / TRANSITION SUPPORT
Dedicated Transition Support Team
Experienced transition specialists coordinate client paperwork, account opening, asset transfers, and custodian follow-up—helping resolve issues and keep the transition moving.
Technology + human execution
Automation moves information.
People move the transition forward.
AI tools help capture meeting notes and proposed follow-up tasks. TCree’s workflows and playbooks organize the next steps, while our transition team coordinates paperwork, follows up with custodians, and helps resolve exceptions.
Custodial Engines for your firm
Advisor & RIA Firm Engines
Custodian-specific CRM workflows and SOP manuals for your firm’s internal operations. Each Engine is $6,000 one-time and includes ongoing use within your practice.
SCHWAB CUSTODIAL ENGINE
$6,000 one-time
Schwab Onboarding & Operations Engine
Organize account opening, move money, asset transfers, and document follow-up for Schwab Advisor Services.
- Custodian-specific CRM workflows
- SOP manuals and team responsibility guides
- Document checklists and exception follow-up steps
- Single-firm internal-use license
FIDELITY CUSTODIAL ENGINE
$6,000 one-time
Fidelity Onboarding & Operations Engine
Organize Fidelity account opening, transfers, account maintenance, and document follow-up.
- Custodian-specific CRM workflows
- SOP manuals and team responsibility guides
- Document checklists and exception follow-up steps
- Single-firm internal-use license
LPL CUSTODIAL ENGINE
$6,000 one-time
LPL & Breakaway Transition Engine
Coordinate client repapering, account opening, asset transfers, and post-transition follow-up for LPL.
- Custodian-specific CRM workflows
- SOP manuals and team responsibility guides
- Document checklists and exception follow-up steps
- Single-firm internal-use license
Built for expansion
Enterprise & Acquisition Licensing
Deploy TCree’s CRM workflows and SOP playbooks across acquired firms, multiple practices, and additional CRM environments. Establish repeatable operations as your organization grows.
- Licensing for agreed use across firms and acquisitions
- Workflow and SOP deployment across CRM environments
- Consistent roles, checkpoints, and operational standards
- Implementation and transition support tailored to your rollout
Enterprise Engine
Multi-Custodian Engine
A coordinated operational framework spanning Schwab, Fidelity, and LPL, tailored to your custodial mix, teams, and acquisition plans.
Reuse and deployment rights are defined in your enterprise licensing agreement.
Configure your firm’s Engine
Advisor & RIA Custom Engine Builder
Choose your CRM, select your custodial Engines, and tell us which additional services interest you.
01 / Select Your CRM
02 / Select Custodial Engines
$6,000 per Engine · one-time · single-firm use
03 / Add Implementation & Support Optional
Additional services quoted after consultation.
Technology + execution
Compatible with Modern Advisory Tech Stacks
Jump AI, Zocks, Orion, eMoney, Redtail, Wealthbox. TCree scopes playbooks around your firm’s systems, connecting information capture with clear custodial steps and human review.
AI capture & follow-up
Jump AI · Zocks
CRM workflow coordination
Wealthbox · Redtail
Planning & portfolio context
Orion · eMoney
Capacity Engine
Estimate Your Operational Time Savings
Explore the potential value of time freed by clearer workflows and repeatable operations. Enter your own assumptions to see an illustrative annual estimate.
Illustrative estimates based on your inputs. Actual results vary. The value of staff time freed does not necessarily represent reduced payroll expenses.
Hours Freed
Value of Staff Time