Monthly Archives: July 2019

Custodian Tab

AdvisorBOB’s custodian feature was built to assist registered investment advisories with calculating account fees for clients whose assets are with a third-party custodian. The “Custodian Tab” has three sub tabs that include “Accounts”, “Account Groups”, and “Fee Schedules”. The “Accounts” tab feature stores all client account information and fee data. Administrators have the option to ...
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