AdvisorBOB Updates ( Page 2 )

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Adjustments Tab

Registered Investment Advisories must deal with advisor adjustments (debits / credits) all the time. Whether the RIA is charging the advisor monthly fees such as rent, tech fees, and marketing fees or simply looking to do a one-off correction for a trade error or tax refund. The adjustment process can become extremely time consuming and ...
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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. Advisors can charge clients a one-time fee or on a recurring basis. For tracking purposes, AdvisorBOB has a section that catalogs all an ...
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