Premier Solution

f3Logic

Working to solve efficiency problems for advisors.

 

Enhanced Efficiencies + Premier Resources + Training & Coaching =

Transparent Pricing for a Comprehensive Suite of Services.

Enhanced Efficiencies

01. Middle & Back-Office Operations

 

02. Compliance

03. Co-fiduciary Status

 

04. Transition Support

Premier Resources

05. Investment Planning & Management

 

06. Technology

 

07. Marketing & Social Media Support

Training & Coaching

 

f3Logic Premier Solution

State of the Art Technology Suite

CRM System

Custodian

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Form Filler

Document Management

Portfolio Accounting

Optional Solutions

Financial Planning Software

Risk-Analysis Software

Advisor Fee Tracking

Click Here for an Executive Summary of Our Technology Suite.

 

f3Logic Premier Solution

Transition Process

01

Project Planning

Transition plan and timeline are developed. Goals and strategies for paperwork, technology, training, human resources, and communication are discussed and outlined.

04

Account Setup

Accounts and features are set up. A strategic review of progress is employed. Assets are transferred and progress is monitored. 

07

Ongoing Support

Advisors remain in contact with their service team and conduct regular check-ins.

02

Paperwork Completion

Forms, applications, questionnaires, and discovery packets are filled out with the help of the transition consultant. All legal and HR documents are reviewed and feedback provided.

05

Training

Advisors work with their transition consultant to receive applicable training on technology, account features, communication, and compliance.

03

Technology Suite

With the help of a technology coordinator, all integration requirements are reviewed and resolved. Technology is deployed, tested, and finalized.

06

Communication

Communication between the advisors and the service team continue through the transition and post-transition phases. Advisors receive assistance with client communication.

f3Logic, LLC. | 2020

11980 Portland Avenue South, Burnsville, MN 55337

 

f3info@f3logicllc.com

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Investment Adviser Representatives offering advisory services through f3Logic, a registered investment adviser. Securities offered through Independent Financial Group, LLC (IFG), a registered broker dealer and a registered investment adviser. Member FINRA/SIPC. f3Logic, LLC and IFG are unaffiliated entities.


Licensed to sell securities in the following states: AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, IA, KS, KY, MD, ME, MA, MI, MN, MO, NE, NH, NY, NC, ND, NV, NM, NJ, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY, and WV. Information provided is from sources believed to be reliable however, we cannot guarantee or represent that it is accurate or complete. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed as an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites.

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