AdvisorBOB
HQ Address
920 Cassatt Rd, Suite 202, Berwyn, PA 19312, United States
Website Address
Business introduction
Save time and limit errors with the AdvisorBOB compensation system
Replace the manual process of calculating advisor payouts
RIAs struggle with the long, tedious work of calculating advisor compensation each quarter. With AdvisorBOB, you upload your quarterly fees, and advisor compensation is calculated without manually editing an Excel sheet and sending statements to advisors.
AdvisorBOB aims to streamline the advisor compensation process for RIAs, who often calculate and report on advisor compensation manually.
AdvisorBOB Solutions
Compensation Management
Save Time for the Backoffice Eliminate the days-long turnaround from billing to payouts. Calculate compensation for advisors in a matter of minutes and reallocate time to other areas of your business. Give Advisors Full Transparency Provide in-depth revenue reporting to both advisors and administrators. Less questions from advisors about accuracy, and more insight......
business needs
- Business Intelligence & Practice Management
- Digital Platforms & Tools
- Market & Business Infrastructure
