We serve growing RIAs that need a faster, more reliable way to manage advisor compensation -- whether that's finally ditching a spreadsheet or moving away from a clunky solution.  Some of our current customers include New Edge Advisors, Stratos Wealth Partners, and Independent Advisor Alliance.

Yes, AdvisorBOB maximizes data security at every level by observing industry best practices to protect your data.

And since your IT team will ask, we’re currently in the process of achieving SOC II compliance and have some paperwork we can share with them. Just send us a message.

We're committed to providing fair pricing that scales with your firm's growth. Request a quote to get custom pricing information for your firm.

You can pay your monthly subscription fees online using a Credit or Debit Card, U.S. Bank Account, or Bank Transfer.

No. While AdvisorBOB is now part of AdvicePay – and there are benefits to using both platforms – you can use AdvisorBOB by itself.