AdvisorBOB Updates

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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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Advisory Fees Report

The Advisory Fees Report in AdvisorBOB has been streamlined to enhance capabilities regarding deposit/payout reconciliation and analysis. The new Advisory Fees report is similar to our other reports through its functionality of allowing the user to select a single advisor or group of advisors with specific pay cycle combinations. This new reporting feature update includes ...
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Custodian Tab

AdvisorBOB’s most recent update provides the user with the ability to calculate account fees in order to bill clients whose assets are with a third party custodian. The brand new “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 ...
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Leveled Compensation

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 ...
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Coming Soon

401k Tab: This feature will provide a place for all 401k account and disbursement details to be logged. RIA payouts after payout percentages and advisor splits to be shown, and aggregated with all other RIA fees paid to advisors. With a multitude of different 401k plans sponsors and payment methods keeping track of what plans ...
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Adjustments Tab

AdvisorBOB is proud to announce a new functionality available to its users. Our newest update features the Adjustments tab. This application allows RIA’s to create one-time, monthly, quarterly, semi-annual, and annual expenses per specific Rep ID. This tab also has the capability to import an excel file to create a new expense. Once the expense ...
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Financial Plans

AdvisorBOB is proud to announce a new functionality available to its users. Our newest update features the Financial Plans tab. This application allows advisors to charge clients directly for financial planning services either as a one-time fee or on a recurring basis. AdvisorBOB has a section that catalogs all of an advisor’s active and past ...
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