AdvisorBOB is committed to making compensation as easy as possible for advisors. Advisor compensation adjustments are a reality for any RIA. AdvisorBOB provides the ease and flexibility to create debits or credits, customize by time period, view and edit adjustments as needed, and create rep-specific adjustment reports to ensure accuracy.
Alleviate the pain of RIA compensation adjustments with AdvisorBOB’s adjustments feature. This application allows RIAs to:
- Create one-time, monthly, quarterly, semi-annual, and annual debits or credits per a specific rep ID
- View and edit previous expenses
- Set expenses to “active” or “inactive”
The advisor will have their adjustments or expenses displayed within their fee details, along with a description of the adjustment. Advisors can also create and view a custom adjustment report sorted by month, quarter, or year.
Check out our Services page for more details on all the features of the AdvisorBOB platform, and keep coming back to the Insights page for news, stories, and feature releases every week!
