AdvisorBOB loves client feedback, and one of our most important features has been created to meet our clients’ needs. We all know how complex compensation can be, and the System Overview tab will boost the efficiency of the software.
The tab is located at the bottom of the navigation menu, available to all users. This tab will contain documentation to help with frequently asked questions and general information regarding compensation.
Clients are asked to use System Overview as a reference point for the following:
- New system updates
- Informative articles relevant to AdvisorBOB software and various compensation processes