Partners

 

ACP develops strategic partnerships to optimize the member experience
and increase their business efficiency.



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AdvicePay

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AdvicePay is a payment processing platform designed to help financial advisors bill their hourly, retainer, subscription, and other financial planning and advice fees while complying with custody regulations, keeping client data secure, and providing efficient ways to manage fee-for-service billing. Users can accept ACH and credit cards, bill one-time payments, and establish recurrent retainer or subscription billing compliantly—all through the AdvicePay system.
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Adviser Compliance Services

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Adviser Compliance Services (ACS) is pleased to partner with ACP to provide compliance services for members. Many ACP members are familiar with Lori Neidel, who has served as ACP's member compliance attorney for several years. Lori also leads ACS, a company that provides a host of compliance service offerings. ACS and ACP have partnered to provide a variety of services to ACP members at special member rates. Services include ADV annual updating, DIY compliance programs, ongoing tailored services, remote audit services, and ad hoc services at a discounted ACP member rate.
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American Institute of CPAs® (AICPA)

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The American Institute of CPAs (AICPA) Personal Financial Planning (PFP) Section exists to equip and protect members who advise individual, family, and business owner clients. PFP Section members are working hard to offer exceptional services to their clients while growing their financial planning practices.
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Asset Dedication

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Asset Dedication partners with planning-centric advisors by lifting the burden of investment management and back-office administration. Our fixed income and equity strategies are compatible with and expand upon the ACP model of dedicated portfolios and link each client’s portfolio to their lifetime financial plan via our unique Critical Path system. We also provide a full range of back-office services to help reduce your operational headaches.
BridgeFT

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Bridge Financial Technology is focused on providing automation software to RIAs. Our goal is to help advisors save time by streamlining back office functions, so they can run a more efficient business and build strong client relationships.

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Capitect

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Capitect enables advisors to deliver personalized portfolios unique to each client by streamlining the portfolio construction and re-balancing process. Capitect has incorporated the ACP Pyramid into their portfolio reporting and billing solution. 
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Capstone College Partners

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Capstone College Partners provides financial planners with training, resources, and software to help guide clients toward better college outcomes. By raising the bar in late-stage college funding advice with their College Pre-Approval™ process, their mission is to end the student loan crisis one family at a time.
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Dimensional Fund Advisors

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Dimensional Fund Advisors LP is a leading global investment firm that has been translating academic research into practical investment solutions since 1981. We strive to build deep, enduring relationships with advisors who share our desire to create better financial outcomes for clients. 
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Grendel

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Your search for the right web-based CRM is over! Grendel Online’s CRM is built for advisors and has the tools you want— powerful workflow capabilities, wealth management, and integration with the ACP Pyramid. The ACP Bundle is only $80 per month for your entire practice, and you can add additional modules as you see fit, including a Client Portal, Paperless Office, Account Aggregation, Mobile Access, Portfolio Re-balancing, and Proposal Generation. Grendel Online seamlessly integrates with industry-leading apps you are already using. Sign up for a free trial or get started today by visiting our website.
Holistiplan

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Holistiplan, a tax planning software solution, helps financial planners be more comprehensive and more efficient. Created by two CFP® professionals, Holistiplan drastically reduces the time it takes to provide tax planning for clients. An advisor uploads client tax returns to generate white-labeled, client-ready tax planning reports within minutes, with no data entry. The tax return data also pre-populates a tax projection tool for more detailed tax planning. Holistiplan is removing barriers for advisors to provide robust tax planning services to all their clients.


InvestmentNews

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InvestmentNews produces proprietary research and benchmarking studies that provide financial advisers with intelligence focused on financial performance of their firms, compensation and staffing, and technology. 

Live Oak Bank

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Live Oak Bank lends to financial advisors who seek funding for acquisitions, mergers, succession plans, working capital, commercial real estate, and other business purposes. Our dedicated lending team has deep experience in financial services, so we understand advisors’ unique business challenges. Live Oak is not your traditional bank. With a laser focus on innovation in finance and technology, we bring efficiency and excellence to the lending process. Our mission is to create an unprecedented banking experience for small business owners nationwide. 

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Markel Investment Advisors

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Markel’s investment advisor professional liability insurance offers E&O insurance for RIAs and financial planners. Since 1988, it has established a strong reputation based on its industry expertise, stable premiums, and excellent claims management services. Markel offers policy customization, risk mitigation strategies, and optional cyber liability coverage.
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MoneyGuidePro

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MoneyGuidePro has been the financial planning software of choice for eight years running according to Financial Planning's RIA survey. That’s because we make planning all about the client. Our collaborative online approach motivates clients to become involved, engaged, then invested. MGP's unique ability to make sophisticated, goal-based planning fast and easy makes for a more profitable experience for clients and advisors. Because MGP is smart, easy-to-use, and adaptable, you can now provide a profitable planning experience for every client. For all the powerful planning tools you'd expect, plus a Social Security maximizer, easy technology integration, and exclusive account aggregation, use MoneyGuidePro.
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RightCapital

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RightCapital offers robust and comprehensive financial planning and tax planning software. In addition to providing all key financial planning functions, RightCapital has the capability to project detailed tax returns and tax forms for your client. RightCapital also offers an innovative, tax-efficient withdrawal strategy with Roth conversion, which helps your clients minimize taxes in retirement.

Sphynx Automation

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Sphynx Automation builds technology systems to help advisors spend more time with clients and be more profitable. We create customized systems that will streamline and automate your business processes. Whether you're a new firm or an existing firm, lifestyle practice or enterprise business, not tech-savvy or a computer wiz, we have a solution that will fit your needs.

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Stackup Risk

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Stackup Risk takes a modern academically validated approach to risk profiling that focuses on more than just optimal asset allocation. Helping you retain and gain clients is at the core of the offering through dynamic educational reports and lead capture tools. The platform is also fully white labeled with your logos and colors to appear as an extension of your firm.
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TD Ameritrade Institutional

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TD Ameritrade Institutional is a leading provider of comprehensive brokerage and custody services to more than 5,000 fee-based, independent Registered Investment Advisors and their clients.  Our advanced technology platform and outstanding personal support allows advisors to run their businesses more efficiently and optimize time spent with clients.
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Twenty Over Ten

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ACP has partnered with Twenty Over Ten to provide ACP members with tailored, mobile-friendly websites specifically for financial advisors. The company's team of design experts will work with you to promote your unique value to potential and current clients and provide you with the tools to easily manage your online identity. All websites are built on the easy-to-edit and search-engine-optimized Twenty Over Ten platform, and they are created with mobile devices in mind, so your content will look great on every device.