By Colton Pence on February 10, 2023September 15, 2024 Great Valley Advisor Group has relied on AdvisorBOB for best-in-class compensation services since 2018. AdvisorBOB recently announced its successful integration with Stripe, the online payment processing platform. Advisors using the AdvisorBOB platform who currently have financial planning clients paying via ACH Transfer or Credit Card can now view their Stripe payment history directly within the financial plans tab of the system. Additionally, within the Financial Plans tab of AdvisorBOB, advisors can now view their subscription amount, payment interval, invoice start, and next invoice date. The payment method will display either credit card or ACH along with the name of the card, the status, the last 4 digits, and the currency being charged. The new invoices section will display the invoice history amount, invoice status, invoice number, and invoice date. As always, advisors can also review the financial plan client information and document details within the financial plans tab. Notes can be recorded from both advisors and firm administrators within the details section of AdvisorBOB as well. Here is an example of this detail in AdvisorBOB: For questions about AdvisorBOB, contact: info@advisorbob.com Compliance Tracking# 1-05359749