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f3Logic Partners with Five Top Wall Street Firms on New Product


April 8, 2021 — f3Logic is proud to announce f3Complete, a turnkey offering that aims to combine the best features of five powerhouse Wall Street firms into one complete package. f3Logic, Fidelity, Black Diamond, WealthShield, and Adhesion have come together to create a premier advisory operating system.  Unlike other piecemeal solutions, f3Complete comes to the advisor “ready-made” with features that are not only powerful on their own but work together seamlessly on one dashboard for enterprise level pricing, regardless of size.


“Great advisors throughout the financial industry are leaving their firms,” said Richard DeSalvo, f3Logic CEO and Founder. “They need a solution that fits their needs and allows them to grow their business. Without the right technology, advisors are on a path to frustration and constant transition. We believe f3Complete is the solution they have been looking for.”


Partners in creating f3Complete include:

  • f3Logic – Maintain control while acquiring all the professional resources you need, in one place.

  • Black Diamond – Comprehensive trading, performance reporting, & digital client communication hub.

  • Fidelity – One stop shop for custody and clearing needs.

  • Adhesion – SMA and UMA platform providing a suite of open architecture products.

  • WealthShield – Co-fiduciary status and the benefits of an outsourced CIO.


Kevin McCrossin, Senior Director, Business Development at Adhesion says, “f3Complete will change the way advisors establish and grow their businesses. By removing the confusion of choosing between the seemingly endless number of technology providers and taking away the fear buying into many unknown options, we offer advisors the power of simplicity and the confidence of strong brands with robust histories.”


Your choice. Your control. Through the power of simplicity, f3Logic empowers advisors to offer their clients the same high level of service and products they have come to expect without the bureaucracy of larger organizations. While providing best-in-class investment platforms and technology to advisors is an important aspect of f3Logic, the experienced executive team also works closely with each firm to provide support in all facets of an advisor’s business from education and coaching to technology and compliance. f3Logic has the tools required to build a sturdy advisory structure and maintain it over time. Visit for more information. f3Logic is a registered investment advisor, headquartered in Burnsville, MN.




For inquiries about this release, please contact:

f3Logic, LLC

Richard DeSalvo:


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