
AdvisorBOB Spotlight: Total Billed by Account Group Report
May 30, 2023
AdvisorBOB’s Total Billed by Account Group Report allows advisors and firm administrators to easily view the breakdown of the total invested amount

AdvisorBOB Spotlight: Financial Plans
April 20, 2023
AdvisorBOB’s Financial Plans report allows advisors and firm administrators to easily view all financial plans associated with the selected advisor

Report Highlight: Commission Statements
April 13, 2023
The Commission Statement report allows advisors to view a condensed fee details report with an expense and payout summary. To

Report Highlight: Financial Plans
March 30, 2023
AdvisorBOB’s Financial Plans report allows advisors and firm administrators to easily view all financial plans associated with the selected advisor

Report Highlight: Net New Assets
March 28, 2023
AdvisorBOB has the ability to display the trailing 12 net new assets by primary rep ID or by split rep