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/ Invested 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.
If you are small RIA firm that wants to use Adhesion but don’t have the appropriate AUM levels for support, f3Link can assist.
Coordinate project plans for transition and onboarding to Adhesion
Troubleshooting and quickly resolving service-related items
Dedicated service team to assist with Adhesion service requests
Billing Administration through portfolio administration system