Insights

AdvisorBOB’s Total Billed by Account Group Report allows advisors and firm administrators to easily view the breakdown of the total invested amount

AdvisorBOB’s Financial Plans report allows advisors and firm administrators to easily view all financial plans associated with the selected advisor

The Commission Statement report allows advisors to view a condensed fee details report with an expense and payout summary.  To

AdvisorBOB’s Financial Plans report allows advisors and firm administrators to easily view all financial plans associated with the selected advisor

AdvisorBOB has the ability to display the trailing 12 net new assets by primary rep ID or by split rep