AdvisorBOB’s Total Billed by Account Group Report allows advisors and firm administrators to easily view the breakdown of the total invested amount by account group. Administrators can view amounts for an individual advisor, multiple advisors, or their entire firm for any desired pay cycle, while being exportable to Excel. This report is great for tracking account group production. To access the Total Billed by Account Group report, navigate to AdvisorBOB > Login > Reports > Total Billed by Account Group.

Total Billed Breakdown:

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