Monthly Archives: August 2020

Account Billing Details

With the new addition to our Custodian Tab, account level billing questions are easy. This new feature provides account level information on the “Last Billed Amount” & “Total Billed Amount”. The Account billing details was designed to streamline account level billing questions. Simply navigate to the custodian accounts page and select the blue edit button ...
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Account Group ID

With the ever-increasing use of our Custodian Tab house-holding feature, we set out to streamline our client experience. To assist our clients in seamlessly integrating AdvisorBOB with technologies like Orion and Black Diamond, we have created an “Account Group ID” field. The group ID will be manually entered into the system by the administrator within ...
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