Your choice, your control.
No matter how you choose to work with us, we provide a high level of service. Any decision can be revocable, and we will support you through the journey you choose.
Join f3Logic your way:
1/ Join as 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 consulting, compliance, technology and even co-fiduciary services.
2/ Join as 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.
Work with f3Logic your way:
1/ Middle/Back Office Support
f3Logic supports your business by taking on any and all middle and back-office tasks. From billing and vendor administration duties to opening accounts and money movement requests, f3Logic has the infrastructure to provide these services and truly be an extension of your office service team.
2/ Technology Support
f3Logic provides and supports a state-of-the-art integrated technology stack for advisors and RIAs. As a partner, you get on-going access to our technology team for training, building integrations, and ongoing administration duties. In addition, you benefit from f3Logic’s enterprise pricing contracts.
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.