AdvisorBOB© is live!
AdvisorBOB©, Advisor Book of Business, is now available to the advisors of Great Valley Advisor Group as their compensation solution …. This tool is a one-stop-shop solution that can handle any size firm, large or small, as it relates to correctly paying your advisors securely. Functionality includes split rep compensation, manager overrides, admin fees, calculating in house money management program fees, paying solicitors, and more. Did we mention it helps value your overall book and has an easy import process that is flexible enough for multiple vendors?
If interested in AdvisorBOB for your firm, please contact us.