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AdvisorBOB is proud to announce a new functionality available to its users. Our newest update features the Adjustments tab. This application allows RIA’s to create one-time, monthly, quarterly, semi-annual, and annual expenses per specific Rep ID. This tab also has the capability to import an excel file to create a new expense. Once the expense is created the user has the capability to view and edit previous expenses. To learn more about the AdvisorBOB Adjustments Tab or any other AdvisorBOB features, do not hesitate to contact us at info@advisorbob.com.

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Colton Pence