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 […]
