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

The financial advising industry is evolving–the RIA compensation process should be, too. With AdvisorBOB, the days of using spreadsheets to calculate advisory fees, commissions, and expenses are over. Our revolutionary financial advisor compensation software will modernize and simplify your firm’s compensation process. 

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.

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By Financial Advisors for Financial Advisors

Compensation Solutions Like No Other

AdvisorBOB was designed by financial advisors frustrated with the lack of streamlined solutions for financial advisor compensation. Calculating and tracking expenses in spreadsheets isn’t only tedious–it also leaves your firm open to mistakes and security breaches. AdvisorBOB is an RIA compensation software that allows administrators to calculate and track fees automatically. Plus, it provides advisors with an interface to view their compensation from multiple revenue streams. AdvisorBOB is the first of its kind secure and customizable compensation solution for your firm.

Proven Solutions

From Trusted Advisors

AdvisorBOB was designed by financial advisors frustrated with the lack of streamlined solutions for financial advisor compensation. Calculating and tracking expenses in spreadsheets isn’t only tedious–it also leaves your firm open to mistakes and security breaches. AdvisorBOB is an RIA compensation software that allows administrators to calculate and track fees automatically. Plus, it provides advisors with an interface to view their compensation from multiple revenue streams. AdvisorBOB is the first of its kind secure and customizable compensation solution for your firm.

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Client Assets Under Management
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Payments to Advisors
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Active Advisors Using AdvisorBOB
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Active Rep IDs

The Features You Need To

Streamline Compensation and Reporting

AdvisorBOB goes beyond traditional RIA fee billing software. Our interface allows you to automate periodic RIA payment calculations customized by an advisor. Advanced reporting capabilities allow you to forecast income and analyze profitability by rep. Whatever your compensation, billing, or reporting needs, AdvisorBOB’s features can provide the solution.

  • Audit
  • Levelized & Non-Levelized Payouts
  • Year-Over-Year Production
  • Override Profitability
  • Book of Business Valuation
  • Manager Overrides
  • Split Rep IDs
  • Householding
AdvisorBOB financial advisor compensation software user interface screen captures

Testimonials

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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