Putting power back in Advisors' hands.

Your choice, your control.

No matter how you choose to work with us,  we provide a high level of service.


Engage with f3Logic in three ways:

1/ Fully utilize Adhesion with f3Link

We offer concierge level support for RIA firms that would like to use Adhesion but don’t qualify due to AUM restrictions. From project planning to billing administration, we make usingAdhesion worry free.

2/ Investment Advisor Representative (IAR)

We welcome those who wish to join f3Logic as a tuck-in with your own DBA or as employee. We customize your business platform with a full suite of coaching, compliance, technology and even co-fiduciary services.

3/ Registered Investment Advisor (RIA)

We help you achieve true independence. We equip your team with the cutting-edge technology and specialized skills you need to attain unparalleled client satisfaction with complete control over your investment strategies and growth initiatives.


The Power of Simplicity

f3Logic allows advisors to focus on their core business by providing firms with experience-driven back and middle-office support structures. We offer the only comprehensive solution for launching, operating and growing every aspect of your advisory business.

Maintain control while acquiring all the professional resources you need, in one place.


Technology Suite

CRM System

Custody & Clearing


Form Filler

Document Management


Portfolio Accounting

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Financial Planning Software

Risk-Analysis Software

Advisor Fee Tracking



Our Services

Download the f3Architect Information Deck