Registered Investment Advisor Software for Streamlined Compensation

Stop wasting time and money calculating advisor compensation in spreadsheets and legacy investment advisor software. AdvisorBOB is a streamlined compensation solution that allows back-office administrators automated, customizable calculations among a host of other expense tracking and reporting features. Plus, it’s the only financial planning software for financial advisors with complete transparency into their compensation from multiple sources. Request a demo today to see how AdvisorBOB’s investment advisor software can optimize your compensation process and support your firm’s growth.

Financial advisors reviewing compensation software on a screen in a meeting

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