AdvisorBOB’s Financial Plans report allows advisors and firm administrators to easily view all financial plans associated with the selected advisor and pay cycles. Administrators can keep records of each plan payment and store plan information as part of AdvisorBOB’s all-in-one payment software. The ability to customize a payout percentage for Financial Plans and collect a percentage of the fee for credit card processing will alleviate the stress of keeping track of money coming into your RIA and ensure it is paid out correctly.
Advisors can view Financial Plans for an individual advisor, multiple advisors, or their entire firm for any desired pay cycle. This report is also exportable to Excel.
To access the Financial Plans report, navigate to AdvisorBOB > Login > Reports > Financial Plans.
Once you’ve navigated to the Financial Plans reporting section, select the advisor, any date range you’d like, and view or export your report.