About Us
AdvisorBOB is an all-encompassing financial advisor compensation software for RIA back office staff and advisors. It provides customizable and individualized compensation calculations as well as advanced reporting capabilities. Back-office administrators can say goodbye to time-consuming and inaccurate spreadsheets. Advisors can say hello to more visibility into their compensation across revenue streams. AdvisorBOB is the modern, streamlined approach by financial advisors for financial advisors.
Our Vision
For the RIA Back Office
Empower your firm with a modern compensation solution built for RIAs. Our platform allows Registered Investment Advisors to break free from legacy systems and custodians, providing administrators with a streamlined, accurate, and scalable way to manage compensation. Designed for efficiency and ease of use, our solution grows with your business—ensuring precision and flexibility every step of the way.
For the Advisor
We provide advisors with a one-stop-shop compensation portal that delivers line-item-level detail on all their revenue streams. With a focus on transparency and accessibility, our platform eliminates advisory fee headaches—allowing advisors to spend less time on compensation complexities and more time on what truly matters: serving their clients.
The AdvisorBOB Story
AdvisorBOB (Advisor Book of Business) was founded when an executive at a leading Registered Investment Advisor (RIA) grew tired of calculating compensation fees in spreadsheets. The process was tedious, error-prone, and inefficient, creating unnecessary roadblocks for an otherwise successful firm. As the firm grew, these manual calculations became a bottleneck, making scalability a challenge.
Frustrated that RIA compensation was merely a small feature within larger, complex platforms, our founder set out to build a dedicated solution—one that focused solely on what RIAs needed, without unnecessary bells and whistles. With automated calculations and customizable solutions, AdvisorBOB empowers RIAs to scale efficiently, ensuring accuracy, transparency, and control over their revenue streams.
Over time, we have expanded our features and capabilities based on direct feedback from our users, ensuring that our platform meets the real-world needs of RIAs. We value our clients’ insights and remain committed to enhancing our product to support their success.
Advisors
Our Leadership Team
The team at AdvisorBOB is passionate about the FinTech space and serving our clients with evolving solutions that keep up with industry growth. We support our vision with experience and determination.
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.
Optimize Compensation Operations with AdvisorBOB
Registered Investment Advisors, especially those who are growing, need a solution more efficient than spreadsheets and existing RIA billing software for their financial advisor compensation models. Spending tedious time calculating compensation in spreadsheets consumes resources and causes the risk of mistakes or security breaches. Plus, that process is impossible for rapidly growing firms. For an optimized, automated solution to financial advisor compensation, turn to AdvisorBOB. Our software is the solution you need for automated and customized compensation, insightful reporting, and top-notch security. Request a demo to see our solutions for yourself.
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