AdvisorBOB Team: Nafisa Saunders

In our latest AdvisorBOB Team Feature, we are excited to highlight Nafisa Saunders! Nafisa joined the AdvisorBOB Operations team almost a year and a half ago. A recent graduate of Eastern University with a Master of Science in Data Science, Nafisa ensures that AdvisorBOB’s operations and projects run smoothly. AdvisorBOB is consistently adding new features […]

AdvisorBOB Spotlight: Insurance

AdvisorBOB is continually adding new features to our platform to ensure our solution provides maximum value to our advisor firms. One feature we recently made upgrades to is the Insurance tab. The insurance tab has an all-new page layout, along with updated fields and configurations that provide additional options for insurance products. The new software […]

AdvisorBOB Spotlight: Adjustments

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 […]

AdvisorBOB Spotlight: Total Billed by Account Group Report

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 […]

AdvisorBOB Spotlight: Financial Plans

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 […]

Report Highlight: Commission Statements

The Commission Statement report allows advisors to view a condensed fee details report with an expense and payout summary.  To access the Commission Statement report:  The summary buckets at the end represent the following: 

Report Highlight: Financial Plans

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 our all-in-one payment software. The ability to customize a payout percentage for Financial Plans and collect a […]

Report Highlight: Net New Assets

AdvisorBOB has the ability to display the trailing 12 net new assets by primary rep ID or by split rep ID. To view this report: 1) Navigate to the appropriate AdvisorBOB instance 2) On the left-hand navigation menu select reports 3) Select Net New Assets 4) Select the end date you would like to run […]