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AdvisorBOB Reviews, Pricing, Features & Alternatives in 2026

AdvisorBOB is a powerful financial planning software that helps financial advisors automate client advice and portfolio management, enabling you to deliver personalized solutions efficiently and effectively.

Financial Planning Software Wealth Management Software Investment Advisory Software Portfolio Management Software
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Founded • United States • Cloud-based
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Product Overview & Demo

Main Demo Video

Overview
Features
Setup

What is AdvisorBOB?

Financial Planning Software

Screenshots & Interface

Dashboard View

Main dashboard with project overview

Kanban Board

Kanban-style task management

Timeline View

Gantt chart timeline view

Automations

Workflow automation builder

Key Features

Integrations

:

Pricing Plans

Pros & Cons

Pros

Cons

Who Should Use AdvisorBOB?

Best for Company Sizes

Popular Industries

Our Verdict

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Start your 30-day free trial today—no credit card required. See why over 15,000 teams trust AdvisorBOB

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User Reviews

Overall Rating

0.0
Based on 0 reviews

Ratings Breakdown

5 ★
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1 ★
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Secondary Ratings

Ease of Use
0.0
Value for Money
0.0
Customer Support
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Functionality
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