Financial Advisor Compensation Software
Numerous registered investment advisories of all sizes – from startups to Forbes top 100 – use AdvisorBOB to calculate advisors’ compensation, send payouts, and manage their business.
Compensation Solutions in One Interface
Our Services
More and more firms are adopting AdvisorBOB, recognizing its ability to improve efficiency, accuracy, and advisor satisfaction.
By eliminating manual work and increasing transparency, AdvisorBOB sets a new financial advisor compensation management standard.
Advisor Compensation
Handle all aspects of the Registered Investment Advisors compensation process in one place.
Custodial Billing
Aggregate and bill all your advisor’s custodial data in one location.
Adjustments
Issue debits and credits on a one-time, monthly, quarterly, semi-annual, and annual schedule
Reporting
Create and view book of business reports for both the advisor and firm
Financial Plans
Keep track of all one-time and recurring consulting agreements or financial plans
Fee Details
Get line-item level detail of all an advisor’s revenue streams aggregated in one location.
By Financial Advisors for Financial Advisors
Compensation Solutions Like No Other
Born from the frustrations of financial advisors dealing with inefficient compensation management, AdvisorBOB was designed to eliminate manual processes and errors. As a specialized RIA compensation software, it automates payout calculations, ensuring both accuracy and efficiency. Built specifically for RIA firms, AdvisorBOB is a secure, customizable solution that simplifies and streamlines advisor compensation like never before.
Proven Solutions
From Trusted Advisors
AdvisorBOB is rapidly becoming the go-to solution for RIAs and financial firms looking to modernize their compensation management. What started as a response to industry frustrations has become a game-changing platform, reshaping how financial advisors and firms track, calculate, and manage payouts.
Advisors
The Features You Need To
Streamline Compensation and Reporting
AdvisorBOB revolutionizes financial advisor compensation by automating calculations, enhancing reporting, and improving transparency. Instead of relying on error-prone spreadsheets, firms can seamlessly track fees, revenue splits, and payouts with automated, real-time calculations. Advisors gain instant access to their earnings across multiple revenue streams, while administrators benefit from customizable reports that provide clear insights into firm-wide compensation structures.
- Advisor Dashboard
- Delegate Access
- Audit & Compliance Tracking
- Retirement Plan Reports
- 1099 Tax Reporting
- Customizable Payout Structures (Levelized & Non-Levelized)
- Year-over-Year Production Reporting
- Override Profitability Tracking
- Business Valuation & Revenue Insights
- Managerial Compensation Overrides
- Rep ID Splitting & Tracking
- Householding & Client Grouping
Testimonials
With over 300 split rep IDs at our firm, reconciling every advisor’s amount earned for each account line-by-line was a time consuming process. AdvisorBOB calculates all of our advisor’s shared account commission, asset based fees, and RIA payout percentages with the click of a button so we can pay each advisor the correct amount every time.
I am so glad to be using your product. AdvisorBOB is a lifesaver.
We wanted to build an asset management arm for our advisors to utilize but struggle to partner with a company that could handle this setup. AdvisorBOB was able to calculate the proper program fee for billing our client accounts and pay each of our advisors.
With over 300 split rep IDs at our firm, reconciling every advisor’s amount earned for each account line-by-line was a time consuming process. AdvisorBOB calculates all of our advisor’s shared account commission, asset based fees, and RIA payout percentages with the click of a button so we can pay each advisor the correct amount every time.
I am so glad to be using your product. AdvisorBOB is a lifesaver.
We wanted to build an asset management arm for our advisors to utilize but struggle to partner with a company that could handle this setup. AdvisorBOB was able to calculate the proper program fee for billing our client accounts and pay each of our advisors.
With over 300 split rep IDs at our firm, reconciling every advisor’s amount earned for each account line-by-line was a time consuming process. AdvisorBOB calculates all of our advisor’s shared account commission, asset based fees, and RIA payout percentages with the click of a button so we can pay each advisor the correct amount every time.
I am so glad to be using your product. AdvisorBOB is a lifesaver.
We wanted to build an asset management arm for our advisors to utilize but struggle to partner with a company that could handle this setup. AdvisorBOB was able to calculate the proper program fee for billing our client accounts and pay each of our advisors.
By Financial Advisors for Financial Advisors
Schedule an AdvisorBOB Demo
With AdvisorBOB, you can say goodbye to tedious spreadsheets and siloed data. Streamline your compensation process and gain advanced reporting capabilities with a complete software solution. Our trusted, secure platform is here to keep your data secure and accessible to the right members of your team. Schedule a demo with a member of our team to learn more about AdvisorBOB and see how we can improve your compensation process.
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