Vendor Partners

More Information Coming Soon!

About AllCampus

Contact Name: Jamie Korns
Address: 500 W. Madison Street / Suite 2900, Chicago, IL 60661 
Phone: 312-525-3100

Career advancement and increased earnings opportunities are available for you and your family. Through a partnership network, adult learners like you receive exclusive tuition rates on 400+ online degree and certificate programs from top-ranked universities such as UCLA, Johns Hopkins, and more. Whether you know exactly what you want to pursue or would like to take advantage of free, career-aligned coaching from our educational support team, AllCampus is here to connect you and your family with online programs tailored for modern adult learners. AllCampus provides exclusive discounts to partner agencies. Reach out to AllCampus to learn more about available programs and partner institutions to learn more.

Contact AllCampus  Visit Website

About Asset Dedication

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.

Asset Dedication (AD) is pleased to provide to the members of the Alliance of Comprehensive Planners (ACP) the following services:

• Advisors who do not have existing custodial relationships can utilize Asset Dedication’s Schwab or Fidelity institutional relationships with no AUM minimums, or can integrate with their existing custodial relationships at TD Ameritrade, Schwab, and Fidelity
• White-labeled advisor and client portal via Tamarac
• Daily reconciliation of accounts and quarterly report delivery
• Fee calculation and processing (AUM, retainer, or fixed fee)
• Portfolio management using ACP-compatible strategies
• Tax managed individual stock portfolios
• Pass through DFA approval
• Tax loss harvesting throughout the year based on account settings
• Model portfolio implementation and management for planners with proprietary models
• Reporting on unmanaged/held away accounts via ByAllAccounts for a separate fee
• Legacy securities held/managed/disposed of in tax efficient manner driven by planner
• Integration of Cambridge Index into broader portfolio model

Discount

Discounted Investment Management Fee Schedule

If Asset Dedication is only providing an advisor with fixed income management, the fee schedule for each tier listed above will be increased by 5 basis points.

Account Administration Fee Schedule

Accounts for which Asset Dedication provides account administration services (reconciliation, reporting, or fee calculations) but does not provide investment management services, will require a quarterly per account fee of $31.25. Asset Dedication does not provide account administration services unless an advisor has clients who use Asset Dedication investment management services.

About Bento Engine

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About Buckler

Contact: Pamela Rasey, Chief Marketing Officer

Buckler empowers Financial Services firms to demonstrate evidence of cyber compliance during regulatory exams, breaches, and cyber insurance claims through a comprehensive Cyber Compliance Platform. Buckler is also the founding member of Open VRM, a free industry standard platform for Vendor Risk Management. AI-powered policy matching across multiple cyber regulations (SEC, FINRA, NYDFS, HIPAA +more) can be customized and integrated with enterprise policies to eliminate regulatory requirement overlaps. Track, manage, and assign tasks to deliver ROI for cyber program management.

Buckler is a software / services company around Cybersecurity Compliance and assisting firms in meeting regulatory compliance with a Cyber Program | Services offering and FREE Vendor Due Diligence Tools with the Open VRM industry initiative.

Discount

ACP members are now eligible for a 10% discount off of Buckler services.

Book a Demo  Contact Pamela  Visit Website

About Capitect

Capitect offers modern performance reporting, client billing, and portfolio rebalancing software customized for ACP members. Capitect's integration with the ACP Pyramid is an easy way to keep each client's data up to date, without manual data entry.

Discount

Capitect has a few discounts for ACP members:

1. A new free plan for up to 10 clients
2. Starter plan is offered with a 10% discount, and includes 20 clients (vs 10 for non-ACP members)
3. A 10% discount on all other plans

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About Dimensional

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. 

Discount

ACP members enjoy fast track access to join DFA.

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About Ellevate Advisors

Contact: Brooklyn Brock

Address: 3193 Chaco Canyon Drive, College Station, TX 77845

Phone: 628-777-3553

Ellevate Advisors is a fee-only RIA and Exit Coaching firm that specializes in financial advisors themselves! Advisors rarely do retirement planning for themselves like they do for their clients, which is why we are passionate about helping advisors reach their personal and financial goals!

Ellevate Advisors offers comprehensive financial planning services for advisors and their families looking to outsource their personal financial plan. We also offer project-based and ongoing coaching for Continuity and Succession Planning for advisors, prioritizing small to midsized advisory firms. Our values-based approach to financial planning and exit coaching helps financial planners build a lasting legacy and happily transition to their next season!

Discount

Ellevate Advisors will provide a 10% discount to ACP members.

Schedule Your Free Consultation   Contact Brooklyn  Visit Website

About FastTrackr AI

Contact/Email: Vineet Mohan

Discount

ACP Offer:

• A month's free trial
• White-glove onboarding
• An opportunity to be on the Advisor Ally podcast, which is all about conversations with advisors and ecosystem partners

Pricing Tiers:

• Value Plan – $25 per month or $250 per year (capped at 40 meetings per month)
• Pro Plan – $45 per month or $450 per year (uncapped meetings, subject to fair usage policy)

Contact Vineet  Visit Website

About Finance of America

Phone: 888-580-6895

Retirement Strategies Division, Finance of America Reverse

Finance of America (NYSE: FOA) provides customers with access to an innovative range of modern home-equity based financing options to help fund retirement. In addition, Finance of America offers capital markets and portfolio management capabilities primarily to optimize the distribution of its originated loans to investors. FOA is headquartered in Plano, Texas. For more information, please visit our website. To have a loan officer illustrate a scenario for your client call or email us.

Contact Finance of America  Visit Website

About Holistiplan

Contact Name: Kevin Lozer

Address: 3193 Chaco Canyon Drive, College Station, TX 77845

Phone: (979) 217-1281

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.

Discount

Holistiplan will provide a 10% discount to ACP members. Please use the discount code (2019acp10) when purchasing our tax planning software solution.

Introduction Webinar  Contact Kevin  Visit Website

About Hubly

Contact Name: Louis Retief

Phone: 914-608-9563

Hubly is a workflow tool for Financial Advisors to ensure that nothing falls through the cracks. Our intuitive workflow solution helps you track the processes that let you serve more clients and increase your firm’s efficiency - so you never drop the ball again.

Schedule a call directly with the Hubly team to learn more.

Introductory Webinar  Hubly - ACP Best Practice Workflows Demo

Quick Demo  Redtail Demo

Discount

Hubly will provide all ACP members with a discount code that will apply a 20% discount for the first 12 months of a new Customer’s subscription term.

Contact Louis  Visit Website  ACP Link

About Income Lab

Contact: Taylor Gorjiyan

Phone: 303-847-2217

Income Lab is the only provider of software for dynamic—not static—retirement planning. Financial advisors use Income Lab's advanced technology to build and monitor dynamic retirement income plans that help retirees adjust for evolving economic and market conditions, taxes, and changes in client spending. Income Lab's software monitors retirement plans monthly to see whether circumstances have changed sufficiently to warrant modifications and then notifies advisors, who can discuss any adjustments with clients.

Discount

• Regular Pricing: $159 per month (with annual payments).
• ACP Discounted Rate: $129 per month (paid monthly).
• Special New User Pricing: $20 for first 3 months (paid monthly).

Contact Taylor  Visit Website

About Investipal

Investipal is an AI-driven platform designed to streamline and automate key aspects of a financial advisor’s workflow. With Investipal, advisors can seamlessly gather client data, onboard new clients, construct and manage personalized portfolios, and ensure compliance, all without the need for multiple expensive systems.

The platform includes features like AI-powered brokerage statement parsing and analysis, automated proposal generation, and a comparative portfolio analysis tool that helps advisors close business faster.

Investipal also supports compliance with tools such as an AI-generated Investment Policy Statement (IPS), ongoing IPS drift monitoring, and AI-generated Regulation Best Interest (Reg BI) documentation. Additionally, its portfolio management suite offers powerful tools for portfolio construction, rebalancing, risk analysis, and optimization—allowing advisors to provide tailored investment solutions while saving time and enhancing efficiency.

Discount

Get started for $20 per month for the first three months.

Get a first-hand look at Investipal   Schedule an overview and demo today

Contact Investipal  Visit Website

About Justworks

Contact Name: Nick Stubbs, Senior Account Executive

Phone: (201) 572-2223

PEO: Justworks is a Professional Employer Organization (PEO) that specifically works with small-to-medium sized businesses across the United States. They streamline and consolidate back-office processes including payroll, benefits, compliance, and HR services. Through the PEO model, Justworks offers access to large group benefits (Medical, Dental, and Vision) while also taking on compliance risk/liability (federal & state tax filings, new hire reporting, workers comp, etc). Their goal is to help bolster benefit packages while putting more time back in your day to run your business.

Payroll: Not every company is ready for the PEO model. Justworks also offers a payroll solution that works for companies as small as one W2 employee. This service provides user-friendly and transparently priced payroll, enabling you to run payroll for salaried/hourly employees, pay contractors, and schedule off-cycle payments. Justworks also handles payroll tax filings and 1099s for contractors. Best of all, companies can easily grow into the full PEO model as they scale.

Discount

ACP members will receive a one-month free membership to Justworks. To redeem, contact Nick and mention that you are an ACP member.

Contact Nick  Visit Website

About Kitces Education

In the Kitces.com Members Section, you will find more than enough hours of CE to fulfill the ongoing educational requirements for CFP (including CFP Ethics!), Investments & Wealth (IWI, formerly IMCA) and American College designations, and Investment Advisor Representative (IAR) CE obligations every year. (Eligible for EA and CPA CPE credits as well.)

Discount

ACP members are eligible to receive a 15% discount off of Premier Membership initiated or renewed during the 2024 calendar year. Kitces Premier Members have full access to the member benefits as listed on Kitces.com, including members-only discounts for Kitces Courses and Kitces Summits, Continuing Education (CE) credit for CFP certificants, CPA licensees, Enrolled Agents, Investment Adviser Representatives (IARs of RIAs), along with designations from IWI (CIMA/CPWA certifications) and the American College (CLU, CLU, ChFC, etc.).

Join now!

Use code ACP15 at checkout to receive 15% off of your Premier Membership!

This discount applies to the base cost of Kitces Membership ($189/year in 2024), but does not apply to additional add-on programs, including Kitces Courses, Kitces Summits, and IAR CE reporting, which have their own separate costs (that are already discounted for those who have purchased Membership).

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About Kwanti

Kwanti is an award-winning portfolio analytics solution aiding financial advisors and investment managers with prospect conversion, client acquisition and retention, model management, and much more by delivering portfolio analytics, investment performance data, stress testing, and proposals.

Kwanti’s industry-leading portfolio analytics solution – which was recently named the winner of the Portfolio Analytics award in the WealthManagement.com 2024 Industry Awards, as well as a finalist in the ThinkAdvisor 2024 Luminaries Awards for Innovation in Investment Management – makes ongoing enhancements to their platform in order to introduce efficiencies for advisors. Last year, Kwanti announced multiple new enhancements: Risk Profiling, which enables advisors to send risk profiling questionnaires, compare client risk profiles with portfolio risk scores, and generate personalized investment policy statements; xPDF, a document extraction feature that allows advisors to effortlessly upload PDF statements directly into Kwanti, which automatically extracts position details and creates a portfolio for efficient analysis, saving users countless hours; Custom Text Page, allowing greater flexibility and customization in generating and adding custom pages to PDF reports; and more. In addition, new integrations with Betterment for Advisors and Altruist were introduced, as well as an enhanced integration with Advyzon, and Kwanti's Model Marketplace was expanded with 11 new models from BlackRock and 5 new models from WisdomTree. Kwanti’s Model Marketplace now boasts 105 diverse models from top providers.

To learn more about Kwanti, visit www.Kwanti.com.

Discount

Special Offer for ACP Members: ACP members can get 10% off a Kwanti license for a full year. To take advantage of this offer, ACP members need to at signup under affiliations choose ACP for the discount to be reflected. Start the process by creating an account by signing up for a 30 day free trial here, then proceed to Kwanti's secure order form.

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About Live Oak Bank

Contact Name: James Hughes

Address: 1741 Tiburon Drive, Wilmington NC 28403

Phone: (910) 550-2295

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.

Discount

A reduction of loan closing costs by 1% of the total loan amount or 1% of the total loan amount applied as a closing cost credit.

Contact James  Visit Website

About Markel

Contact Name: Bridget Readon

Phone: (804) 525-7055

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.

Markel and ACP have joined forces to offer special pricing and coverage options to members including:

• A 5% discount on E&O insurance premiums that is stackable with other discounts already offered by Markel.
• Automatic inclusion of execution error coverage in E&O policies.
• Customized coverages (network/cyber security) to fit member needs and budgets.
• Endorsement language to cover E&O concerns for members who are participating in the ACP Business Continuity Program.
• Tax underwriting insurance options.
• The most favorable terms and conditions available.

Discount

A 5% discount on E&O insurance premiums that is stackable with other discounts already offered by Markel.

Contact Bridget  Visit Website

About MoneyGuidePro

Contact Name: Robert McCarthy

Address: 1588 Oakbridge Terrace Powhatan VA 23139

Phone: 804-744-5900 x 1184

MoneyGuidePro is 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.

Discount

$995 ($300 discount from $1295 retail price) To receive the discount, please contact Robert McCarthy.

Contact Robert  Visit Website

About Money Quotient

Contact Name: Amy Mullen, President

Address: 3193 Chaco Canyon Drive, College Station, TX 77845

Phone: 360.697.4561

Money Quotient provides research-based tools and evidence-driven training that help financial planners integrate a deeper, more meaningful approach to client engagement. Their framework is grounded in behavioral science and designed to uncover clients’ core values, life transitions, and personal goals. By fostering insightful conversations and emotional connection, Money Quotient’s process enhances motivation, leading clients to more readily adopt healthy financial behaviors and follow through on their advisor’s recommendations. This structured, evidence-based approach not only builds trust and commitment but also strengthens long-term client relationships and planning outcomes.

Discount

Please use code acplanners to receive a 10% discount to attend any of the Fundamentals of Wealth Planning Training.

Contact Amy  Schedule a consultation  Visit Website

About Pulse360

Get time back by automating work and streamlining your client deliverables - everything from an agenda, meeting summary, tax review summary, and more.

Discount

10% off all plans above Starter Plan. Applies for the life of your membership with ACP.

Coupon Code: ACP10Off

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About RightCapital

Contact Name: Sandro Rossitto

Address: 1 Enterprise Drive, Shelton, CT 06484

Phone: (203) 745-0366

RightCapital's modern, interactive financial planning software is used by thousands of financial advisors to grow their practice and set their clients on the path to financial success. From interactive retirement scenarios and tax-efficient distributions to insurance evaluation, student loan management and estate planning, RightCapital simplifies the complexity of financial planning so anyone can understand how to plan for their future. Schedule your personalized demo and get a 14-day free trial at here.

Discount

Exclusive permanent 25% discount to ACP Members, plus exclusive partner webinars.

Partnership Details

• Exclusive permanent 25% discount to ACP Members
• Exclusive partner webinars

Introduction to ACP's newest Partnership - RightCapital  More information webinar - 6/7/2022

Contact Sandro  Visit Website

About RooksDM

Contact: Daleele Alison

Phone: 919-946-8694

RooksDM is a technology consulting firm based out of Chicago, IL. Our mission is to increase efficiency, reduce cost, and scale businesses in the professional services industries through customizing technology and automating processes. We do this through advising, solutions, and support. We have experience with customizing and automating a variety of technology solutions including Microsoft Office 365 as well as connecting with other applications using API’s.

Contact Daleele  Visit Website

About Shareholders Service Group (SSG)

Contact Name: Barry Boyte

Address: 9845 Erma Road, Suite 312 San Diego, CA 92131

Phone: 858-530-1031 / 800-380-7370

SSG was created to provide high-quality, dedicated services for independent registered investment advisors. We work exclusively with independent RIAs across the nation serving affluent clients. Our management team has a proven track record of building and managing brokerage and custodial platforms renowned for their customer service. We have developed a personal and flexible service model for advisors that custody their client assets with us. Our brokerage technology and custodial services are helping independent RIAs across the country to be more efficient, more productive and more successful.

Shareholders Service Group provides full service asset custody and securities brokerage with discount pricing and brokerage technology designed for the needs of busy and successful independent RIAs.

Custodian (with access to DFA)

Discount

Minimum: $35

Cap: $75

Price per bond: $1

You just need to tell them that you're an ACP member and they'll code you correctly to get the pricing.

Contact Barry  Visit Website

About Sphynx Automation

Contact Name: Arielle Figueroa

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.

Introduction to ACP's Newest Partner - Sphynx Automation

Discount

ACP Discount: 15% off packages and standalone services.

See full service offering here  Contact Arielle  Visit Website

About TaxStatus

TaxStatus is a cutting-edge IRS account monitoring and tax data platform designed for financial professionals and the clients they serve, provided through a direct, two-way integration with the IRS. TaxStatus is a one-of-a-kind, truly innovative solution in the financial services industry. The product provides three important things for financial advisors:

1. Frictionless access to official, consent-based IRS tax data – obtain your clients’ individual, business, and trust official IRS digital records with ease and 100% accuracy
2. Continuous IRS account monitoring – receive notice of account changes including filing status, refund status, taxes / penalties / liens due, audit activity, and fraud alerts
3. Unparalleled tax and financial planning insights – covering thousands of data points per taxpayer

TaxStatus is regularly striving to enhance the platform in order to provide more value to advisors and their clients. In February 2025, TaxStatus announced the launch of their new, enhanced Financial Baseline Report. The comprehensive financial and tax data included in the Financial Baseline Report is sourced from a direct, two-way integration with the IRS, giving advisors a complete view of a client’s financial standing in order to gain deeper financial insights, allow for faster decision-making, and achieve meaningful efficiencies. This complete financial picture supports advisors with client prospecting, onboarding, tax and financial planning processes, elevated advice recommendations, and engaging clients and prospects more quickly. Also in February 2025, TaxStatus won the Innovator of the Year Award in the WealthTech Americas Awards by WealthBriefing.

Discount

ACP members can get a free month of TaxStatus tacked onto the end of a 3-year contract by emailing hello@taxstatus.com with the code ACPBONUS2025, and then will be instructed on how to sign up.

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About Testimonial iQ

Contact: Andrew Johnson

Testimonial iQ is a compliance and marketing software platform that helps financial advisers win more clients with social proof.

Discount

ACP Members will receive a 10% discount and white glove onboarding at no additional charge.

Schedule a Demo With Our Founder

How Financial Advisers Can Boost Online Reputation Through Google Reviews (While Complying With SEC Marketing Rule Requirements)

Learn More

Contact Andrew  Visit Website

About Twenty Over Ten

Phone: (216) 509-9089

ACP Web Partner

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.

New to Twenty Over Ten?

For advisors looking to talk to a sales rep and learn how to get started, what is offered, etc,

Book a Time Here

Current ACP Member Support

For advisors already working with us who have questions about their current site, they would go the support route:

Submit a Ticket or look for general answers

Email Support

ACP Members Can Expect:

• Fully responsive websites that are mobile-friendly
• Compliance archiving so you can review your changes
• Expert advice from a professional design coach - (one-on-one meeting included ONLY with Tailored Package)
• Image sourcing to help you design and communicate your message
• On-demand training so you can control your platform
• Google Analytics setup so you can monitor your site’s performance
• Basic SEO setup to ensure you are found on the web
• Continued support from the Twenty Over Ten team

Included Services:

• Consultation – A design coach will work with you to tailor a site specific to your needs (Basic package - via email; Tailored - via one-on-one meeting)
• Design and Review – Two rounds of design and review are included when you create your website.
• Launch – Upon approval, your website will go live.
• Training and Ongoing Support – Twenty Over Ten will teach you how to utilize and manage your website and supply ongoing support.

Services Not Included:

• Twenty Over Ten is not responsible for writing the content found on your new website. They do offer a consultation service that includes creating content, editorials and social media consulting for an additional charge. Please refer to the ACP-Bundles Updated.pdf below for pricing and additional services.
• Twenty Over Ten does not provide email service through your new website. You can acquire email service through the following providers.
  • http://corporate.redtailtechnology.com/products/email/
  • https://apps.google.com/
  • http://www.advisormail.com/
• For a small fee, you can share secure files with clients using the Netdocuments or Citrix Sharefiles app on your new Twenty Over Ten website. Ask your customer service professional about this service during the initial design call with Twenty Over Ten.

Twenty Over Ten does provide a content library of ghost-written blog-style posts and articles that you can use (for an additional fee of $499/year). Each piece of content in the library is fully editable by you, allowing you to completely tailor each article specifically to your firm and audience.

Discount

Twenty Over Ten will charge new or existing members $1,250 setup for Basic Design (instead of the list price of $1,500) and $3,200 setup for Tailored Design (instead of the list price of $3,600). The ongoing monthly subscription fee is $109/month (discounted from $129/month). *If you already have a plan, your rate will not be affected.

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About Wealthbox

Wealthbox® is a web-and-mobile CRM application for financial professionals. Integrated with leading broker-dealers and wealth-tech partners, Wealthbox® is known for its modern product design that results in a powerful yet simple user-experience for RIA firms of all sizes.

Wealthbox® offers custom ACP Advisor Desk Reference (ADR) templates. If you have a Wealthbox® account and would like to have access to these workflows, email info@acplanners.org.

Discount

ACP members are now eligible to receive a 10% discount off a subscription to Wealthbox® for one year. This includes both current and new Wealthbox® users who are members of ACP! To receive this discount, email support@wealthbox.com and reference discount code ACP-10pct.

Upcoming Webinars  Book a demo

Contact Wealthbox  Visit Website

About Zocks

Zocks is an AI-based notetaker and meeting assistant, specifically designed for financial advisors.

Zocks enables advisors to more fully engage with their clients, while automatically capturing detailed information from virtual and in-person meetings, including with note dictation.

Zocks analyzes conversations in real-time, and automatically captures personal and financial facts needed for financial planning, wealth management, insurance, and tax planning. It also captures advisor and client action items, generates structured meeting summaries, and drafts follow-up emails, which advisors can review and send to clients as needed. Zocks was designed from the ground up to meet the Data Privacy, Security and AI-Controls needed by Financial Services and Advisors.

Overview

Discount

ACP Discount: 10%

Contact Zocks  Schedule an overview and demo  Visit Website