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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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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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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. |
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Bento Engine
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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 www.bentoengine.com. |
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Buckler
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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. |
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Capitect
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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
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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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Ellevate Advisors |
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! |
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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. |
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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. |
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Hubly
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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. |
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Income Lab
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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. |
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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 |
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Justworks |
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.
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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.) |
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Kwanti
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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. The intuitive, web-based interface allows advisors to balance serving clients well and managing portfolios with data-driven expertise by combining powerful analytics and proposal generation designed to optimize time and resources. |
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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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Pulse 360
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Get time back by automating work and streamlining your client deliverables - everything from an agenda, meeting summary, tax review summary, and more. |
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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. |
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RooksDM
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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. |
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Shareholders Service Group
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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.
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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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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:
- 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
- Continuous IRS account monitoring - receive notice of account changes including filing status, refund status, taxes / penalties / liens due, audit activity, and fraud alerts
- Unparalleled tax and financial planning insights covering thousands of data points per taxpayer.
The result is the most complete and accurate financial picture for any taxpayer, which ultimately helps advisors deliver better financial plans, better advice, and better client outcomes.
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Testimonial iQ |
Testimonial iQ helps financial advisers stand out online with compliant testimonials and Google Reviews. Designed specifically for the wealth management industry, we help streamline the processes of gathering and sharing client feedback, with customizable compliance workflows built in.
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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. |
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Wealthbox®
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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.
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Zocks
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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.
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