GVA enables Financial Plan Billing through AdvisorBOB!

Financial Plan Maintenance

In addition to advisor splits (fee splitting), admin fees, program fees, manager overrides, and standard billing requests already established within AdvisorBOB, GVA has enabled financial planning functionality within AdvisorBOB to all advisors of the firm immediately.

Whether you collect a one-time, or subscription based payment, this information is securely stored and processed on a frequency basis. The overview includes frequency, creation date, amount, status, and more!

Interested in learning more? Contact GVA Today!