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

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

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

AdvisorBOB Spotlight: Total Billed by Account Group Report
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
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
The Commission Statement report allows advisors to view a condensed fee details report with an expense and payout summary. To