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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 the custodian tabs account groups page, or en masse through the account group import.

Account Group Maintenance view of group ID

The account group ID will also be displayed within the existing groups table in the custodian tab.

Group ID within the existing groups table

The account group ID allows firms to align their account groups within AdvisorBOB to the household ID within other technologies. Now, users can simply export their existing account groups and compare them to what is stored in their other technology platforms.

Colton Pence
Colton Pence