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
Training & Coaching
f3Logic Premier Solution
State of the Art Technology Suite
CRM System
Custodian
Form Filler
Document Management
Portfolio Accounting
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.