New Feature: Financial Plan Integrations
AdvisorBOB has been directly integrated with both DocuSign and Stripe. Advisors can now create, save, and send out financial plans directly in the AdvisorBOB interface. Client signatures and fees are now able to be collected via DocuSign and Stripe within the AdvisorBOB secure online platform. We have also enabled a Stripe section directly inside the […]
New Feature: System Overview Tab
AdvisorBOB loves client feedback, and one of our most important features has been created to meet our clients’ needs. We all know how complex compensation can be, and the System Overview tab will boost the efficiency of the software. The tab is located at the bottom of the navigation menu, available to all users. This […]
2023 AdvisorBOB Year in Review
2023 was another banner year for AdvisorBOB. We added a ton of new features to the platform, continued to build out our best in class team, and experienced explosive growth across all of our key metrics: We couldn’t be more excited about what 2024 will bring for the AdvisorBOB platform. A huge thank you to […]
Choosing Advisor Compensation Software
Finding the right compensation tool as a Registered Investment Advisor is crucial for the success of any financial practice. Advisors and admins must consider the features and capabilities of different tools to ensure that whichever platform is chosen offers scalability and flexibility for future growth. Table stakes for any advisor compensation software must include functionality […]
AdvisorBOB New Feature: System Overview
AdvisorBOB has new features on the way! Be on the lookout for a new System Overview tab accessible to all users in the next few weeks. The System Overview will allow AdvisorBOB’s staff to create documentation to keep administrators and users up to date on the latest news and functionalities of the system. To access the System Overview tab, navigate […]
AdvisorBOB Spotlights: Rep IDs
Did you know AdvisorBOB’s Rep IDs tab allows firm administrators versatility when creating new rep ids? AdvisorBOB provides multiple split models, this allows split reps ids to be as dynamic as possible. To create a new Rep ID, navigate to AdvisorBOB > Login > Rep IDs > + Rep IDs.
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 […]
