Monthly Archives: December 2019

Custodian – No Calculation

AdvisorBOB’s current “Custodian Tab” allows the user the ability to calculate account fees in order to bill clients whose assets are with a third-party custodian. The Custodian Tab stores all client accounts and fee data. The Custodian Tab has the ability to set up tiered pricing schedules along with house holding client accounts. Each quarter, ...
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