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Advisor Compensation
Handle all aspects of the Registered Investment Advisors' compensation process in one place
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Custodial Billing
Aggregate and bill all your advisor’s custodial data in one location
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Adjustments
Issue debits and credits on a one-time, monthly, quarterly, semi-annual, and annual schedule
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Reporting
Create and view book of business reports for both the advisor and firm
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Financial Plans
Keep track of all one-time and recurring consulting agreements or financial plans
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Fee Details
Get line-item level detail of all an advisor’s revenue streams aggregated in one location
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“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 advisors' 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 struggled 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.”