AdvisorBOB is proud to announce a new functionality to its users. Our newest update features the capability to add adjustments or expenses to a primary rep ID. This feature allocates the adjustments or expenses from an third party vendors and applies it to a primary rep ID instead of all the advisors on the split ...

AdvisorBOB is proud to announce a new functionality available to its users. Our May update features the “Levelized Net Payout Report”. This application allows firms to give an in depth overview to the advisors of how their leveled compensation is being calculated. The Levelized Report provides the advisor with the direct deposit amount. This is ...