Report Highlight: Commission Statements
The Commission Statement report allows advisors to view a condensed fee details report with an expense and payout summar …
Report Highlight: Financial Plans
AdvisorBOB’s Financial Plans report allows advisors and firm administrators to easily view all financial plans associate …
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 …
