AdvisorBOB
Financial Software · 1-10 Employees
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Overview
Phone Number
(610) 741-9766Website
www.advisorbob.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
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About AdvisorBOB
AdvisorBOB is a financial advisor compensation software designed to assist registered investment advisories of all sizes, from startups to Forbes top 100 firms, in managing advisor compensation, payouts, and business operations. The platform offers a wide range of services, including custodial billing, adjustments, reporting, and financial plans, all aimed at streamlining and automating the compensation process. By eliminating manual processes and enhancing transparency, AdvisorBOB provides a more efficient and accurate solution for financial advisor compensation management. The software is rapidly gaining popularity among RIAs and financial firms seeking to modernize their compensation strategies.Explore more
AdvisorBOB Org Chart
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AdvisorBOB is experiencing very low activity levels compared to other companies in the Software sector.
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AdvisorBOB Tech Stack
A closer look at the technologies used by AdvisorBOB
AdvisorBOB News & Media
AdvicePay acquires AdvisorBOB
AdvicePay, the industry-leading platform for managing billing, payments, and compliance of fee-for-service financial planning, today announced the acquisition of AdvisorBOB, the leading independent advisor compensation software company.
Read more news
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AdvisorBOB is a financial advisor compensation software designed to assist registered investment advisories of all sizes, from startups to Forbes top 100 firms, in managing advisor compensation, payouts, and business operations. The platform offers a wide range of services, including custodial billing, adjustments, reporting, and financial plans, a... Read More
