Insights

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

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

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

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