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Insights

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

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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

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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

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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

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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

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