AdvisorBOB has been directly integrated with both DocuSign and Stripe. Advisors can now create, save, and send out financial plans directly in the AdvisorBOB interface. Client signatures and fees are now able to be collected via DocuSign and Stripe within the AdvisorBOB secure online platform. We have also enabled a Stripe section directly inside the financial plan within AdvisorBOB to help advisors verify client payments and active subscriptions. Check out the System Overview tab for more information on this new feature!

The Financial Plan Page Layout now includes the following sections: