Vendor Partners


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

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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.
thumbnail image AllCampus Unlock career advancement and enhanced earning potential with AllCampus. We offer exclusive tuition rates on 500+ degree and certificate programs through our extensive network of renowned universities like UCLA, Johns Hopkins, and more. Plus, more than half the programs are low-cost or no-cost to those with access to tuition assistance or reimbursement options. Whether advisors are clear on their educational goals or need guidance from our expert educational support team, AllCampus is the gateway to higher education for modern adult learners. Empower yourself and your team with our tailored solutions today!
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American Institute of CPAs® (AICPA)

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

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.

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Bento Engine

Bento helps client-centric financial advisors to serve all of their clients and prospects with timely, personal and impactful advice during "Moments That Matter" on their life journeys. Via APIs we connect into your CRM, where we analyze your book of business. When we identify an upcoming advice opportunity, we not only alert you in the CRM, but also equip you with compliance pre-approved content to execute with. Because when you lead with advice, everyone wins! Learn more at

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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.
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Dimensional Fund Advisors

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. 

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.


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.

Income Lab

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.
We are a PEO that specifically works with small-to-medium sized businesses in/around the United States. We streamline and consolidate your company's back office processes including but not limited to payroll, benefits, compliance, and HR services. Through the PEO model, we are able to offer access to large group benefits (Medical, Dental, and Vision) while also taking on the compliance risk/liability (federal & state tax filings, new hire reporting, workers comp, etc). Our goal is to help bolster benefit packages while also putting more time back in your day to run your business. 
Kitces Education In the 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.)
Live Oak Bank

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

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 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.
Pulse 360

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


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.



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. 


Shareholders Service Group

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.


Sphynx Automation

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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Twenty Over Ten

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.


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. 




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