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Insights

Choosing Advisor Compensation Software

August 1, 2023

Finding the right compensation tool as a Registered Investment Advisor is crucial for the success of any financial practice. Advisors

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AdvisorBOB New Feature: System Overview

July 13, 2023

AdvisorBOB has new features on the way! Be on the lookout for a new System Overview tab accessible to all

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AdvisorBOB Spotlights: Rep IDs

June 9, 2023

Did you know AdvisorBOB’s Rep IDs tab allows firm administrators versatility when creating new rep ids? AdvisorBOB provides multiple split

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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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