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 into performance for administrators.

Avoid Manual Errors
Accurately calculate advisor splits, payout percentages, adjustments, and more on a secure platform. No more Excel sheets, complicated formulas, or lost trust from advisors.

With AdvisorBOB, upload your quarterly fees, and advisor compensation is calculated without manually editing an Excel sheet and sending statements to advisors.

AdvisorBOB began at a growing RIA, so we understand that there are plenty of ways to structure advisor compensation. That’s why we designed our system to allow RIAs to customize payout percentages, splits, and adjustments at different levels. Include revenue from financial plans, insurance, and other sources to give advisor a full view of their compensation.

Designed by financial advisors, for financial advisors.