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 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.