All-in-One RIA Compensation Solution

Automated Compensation, Real-Time Reporting, and Rep ID Management for RIAs

AdvisorBOB is the industry standard for RIAs managing sophisticated advisor compensation. Whether you’re ready to scale, streamline, or simply want peace of mind, our platform brings together every revenue stream, payout structure, and adjustment into a single, automated engine. 

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From payouts to profitability, administrators have everything they need in one place with AdvisorBOB.

For growing RIAs, compensation and payout management can spiral into chaos. With hundreds or even thousands of rep IDs to track, legacy spreadsheets and outdated tools mean weeks of reconciliations, second-guessing, and risk of errors that could go undetected for years.

AdvisorBOB is designed to break this cycle.

Unlock instant, automated accuracy and real-time transparency so what once took weeks now takes hours. AdvisorBOB empowers your finance team to operate at scale, while ensuring you never lose sight of the detail or audit trail.

Reliable, Automated Compensation Calculation

Aggregate data from every source, automate advisor compensation calculations, and ensure even the most complex payouts are correct.

Custodian Aggregation

Stop chasing statements and juggling data from multiple custodians or third-party money managers. AdvisorBOB combines account-level data from every platform, so your back office can focus on accuracy and your advisors can focus on client service.

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Create households and account groups with data from multiple sources
Create households and account groups with data from multiple sources
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Use custom compensation structures for flat or tiered fee schedules
Use custom compensation structures for flat or tiered fee schedules
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Calculate or pass through custodian fees with confidence
Calculate or pass through custodian fees with confidence
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Give advisors visibility into household data and fee accuracy
Give advisors visibility into household data and fee accuracy
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Financial Plans

Integrate fee-for-service planning fees into your workflows. AdvisorBOB streamlines administration and audit suppot, whether you're managing monthly subcriptions, project-based engagements, or hybrid models.

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Record and store every plan payment with supporting details like client agreements
Record and store every plan payment with supporting details like client agreements
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Customize payout percentages for financial plans and other fee-for-service engagements
Customize payout percentages for financial plans and other fee-for-service engagements
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Handle credit card payment processing fees, passing through transaction costs to ensure net revenue accuracy

Handle credit card payment processing fees, passing through transaction costs to ensure net revenue accuracy

Adjustments

Never let a missed debit, credit, or adjustment wreak havoc on payouts. AdvisorBOB puts a controlled, audit-friendly framework around every adjustment.

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Add rep-ID specific one-time or recurring debits and credits (monthly, quarterly, semi-annual, or annual)
Add rep-ID specific one-time or recurring debits and credits (monthly, quarterly, semi-annual, or annual)
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Map adjustments to their corresponding vendors for accurate invoice reconciliation.
Map adjustments to their corresponding vendors for accurate invoice reconciliation.
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Classify adjustments for reporting and 1099 purposes
Classify adjustments for reporting and 1099 purposes
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Enable adjustments to be passed through or designated as firm profitability
Enable adjustments to be passed through or designated as firm profitability
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Accurate, Detailed Compensation Reporting

Go from weeks of number-chasing to instant answers. AdvisorBOB delivers a new level of clarity, accountability, and business intelligence.

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Reporting

Say goodbye to best guesses and unverifiable summary sheets. Every report is export-ready, filterable, and built to analyze compensation from every angle.

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Track gross revenue, net payouts, overrides, administrative fees, and every adjustment
Track gross revenue, net payouts, overrides, administrative fees, and every adjustment
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Capture key business metrics like AUM trends, advisor prodution, net new revenue, and payout ratios – with YoY or cylce-to-cycle visibility

Capture key business metrics like AUM trends, advisor prodution, net new revenue, and payout ratios – with YoY or cylce-to-cycle visibility
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Export all reports to Excel for downstream workflows, board-level communication, or in-depth analysis

Export all reports to Excel for downstream workflows, board-level communication, or in-depth analysis

Fee Details

Turn every payout into a source of trust, not skepticism. Give your back office, leadership, and every advisor full visibility into fee flow and calculation logic.

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Access granular, line-item details: vendor, program, account, fee splits, platform and admin charges
Access granular, line-item details: vendor, program, account, fee splits, platform and admin charges
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Aggregate commissions from multiple vendors – sorting, seraching, and investigating outliers with ease
Aggregate commissions from multiple vendors – sorting, seraching, and investigating outliers with ease
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Track payouts by advisor, period, or business unit, and spot missing or unusual activity fast
Track payouts by advisor, period, or business unit, and spot missing or unusual activity fast
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BOBValue

See the bigger picture behind every number. With BOBValue, advisors can view their book of business valuation directly within AdvisorBOB.

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Instantly value your book of business, drawing from real-time client and compensation data
Instantly value your book of business, drawing from real-time client and compensation data
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Use up-to-date book valuations for internal planning, M&A, advisor succession, or buy-in programs
Use up-to-date book valuations for internal planning, M&A, advisor succession, or buy-in programs
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Give next-generation advisors the confidence and insight to buy into a book, chart their path, and align incentives
Give next-generation advisors the confidence and insight to buy into a book, chart their path, and align incentives

Our Vision

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For the RIA Back Office

RIAs shouldn't have to tolerate the risk, pain, and uncertainty of manual compensation management. AdvisorBOB makes sure your setup is future-proof, scalable, and ready to support every advisor and every payout, every time.

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For the Advisor

Advisors deserve clarity in their compensation. AdvisorBOB delivers a detailed, line-item view across all revenue streams. With complete transparency, advisors can trust they're being paid correctly and stay focused on serving clients.

Ready to take your comp process from 2 weeks to 2 hours?

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