Partners

 

ACP develops strategic partnerships to optimize the member experience

and increase their business efficiency. 

 

 

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AdvicePay

More details about this partnership

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.

ACP members will receive:

  • Discounted monthly fee of $40/month (retail price is $50/month)
  • Discounted credit card processing fees (ACP members will be charged 2.9% plus 30 cents/credit card transaction; retail price is 3.5%)
  • 1% ACH fee (discounted from retail rate of 1.5%)
  • On-boarding support for those who subscribe to AdvicePay (support staff from AdvicePay will answer any questions and are available to do screen-share walkthroughs of features and best practices).
If you would like to learn more, contact AdvicePay at sales@advicepay.com. Mention you are an ACP member!


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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. Click here for details and pricing.


AICPA_logo.pngAmerican Institute of CPAs® (AICPA)

More details about this partnership

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.

The benefits of AICPA and PFP Section membership include access to an extensive suite of resources in practice management, tax, estate, retirement, risk management, and investment planning, including: 

  • Broadridge Advisor™
  • Practice guides and resources by planning area
  • PFP Learning Library of recorded events
  • Timely news and updates
  • Plus four complimentary CPE webcasts each year, discounts on CPE and AICPA conferences, networking opportunities, and more.


ACP members may be eligible to receive a 50% discount on first year membership in AICPA's PFP Section.




Asset Dedication

More details about this partnership

Asset Dedication (AD) is pleased to provide the members of the Alliance of Comprehensive Planners (ACP) with 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 they can integrate with existing custodial relationships of established advisors (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 though DFA approval
  • Tax loss harvesting throughout the year based on account settings
  • Sample ADV and client service agreement language
  • 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

Investment Management Fee Schedule

Firm-level AUM Breakpoints

ACP Member Pricing

$0 to $20MM

27.5 basis points (.275%)

$20MM to $50MM

25 basis points (.25%)

$50MM to $100MM

22.5 basis points (.22.5%)

$100MM +

20 basis points (.20%)

If Asset Dedication is only providing an advisor with fixed income management, the fee schedule for each tier listed above will increase 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.


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Capitect

More details about this partnership

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.

Capitect is offering exclusive pricing for ACP members. ACP members will receive a discounted rate of 25% off the entry-level tier of Capitect’s reporting/billing solution. The discount rate varies by tier. Current prices are:

  • Discover Starter – ACP member price is $75/user/month (retail price is $100/user/month)
  • Discover Standard – ACP member price is $150/user/month (retail price is $175/user/month)
  • Discover Premium – ACP member price is $275/user/month (retail price is $300/user/month)


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Capstone College 
Partners

More details about this partnership

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.

Capstone College Partners will provide the following discounts on their online course offerings to ACP members:

To access your ACP member discount and learn more about these new resources for helping your clients pay for college, click on the course links above or contact Dave Bowman, Capstone’s Director of Advisor Succes, at daveb@capstonecollegepartners.com.



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Dimensional Fund Advisors

More details about this partnership

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. 

ACP members enjoy fast track access to join DFA. 



Grendel

More details about this partnership

Discount: ACP Bundle, $80 per month per practice

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.

ACP Bundle includes:

  • CRM access for all users in the practice
    • ACP Pyramid integration
    • ACP workflow/data integration
  • Client Portal access
  • Email archiving
  • Direct account aggregation with custodians including: DST Vision, Schwab, TD Ameritrade, Institutional, Fidelity, Scottrade and Trust Company of America
  • Custodians continually added to this list

 

InvestmentNews

More details about this partnership


Research

InvestmentNews produces proprietary research and bench-marking studies that provide financial advisors with intelligence focused on financial performance of their firm's compensation, staffing, and technology. 

ACP members enjoy 20% off the purchase of any IN research benchmarking study. To access our research studies, visit our Data Store. Use discount code ACP at checkout.

Adviser Research Dashboard:  This interactive, customizable tool allows you to view detailed data on compensation, staffing, and financial performance practices from across the industry.

Compensation & Staffing:  The InvestmentNews Adviser Compensation and Staffing Study provides comprehensive compensation benchmarking data on 24 advisory firm job positions.

Pricing & Profitability:  The industry's only research report, which details how independent advisory firms are adding assets, generating revenue—and ultimately boosting their bottom line.

Adviser Technology:  A technological blueprint for the industry, with actionable takeaways and the latest solutions to help advisers drive profitability, efficiency, and growth for their firms.

Succession Planning:  Find out how firms are successfully transitioning ownership with key strategies, financing and valuation options, current succession trends, and more.


For multi-user license information, please contact George Ortiz at gortiz@investmentnews.com

Print Subscription

ACP members receive a one-year InvestmentNews print + digital access subscription for only $99. To take advantage of this offer, just click link below.

Subscribe to Print



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Markel Investment Advisors

More details about this partnership

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.

ACP is pleased to announce a new ACP resource partner, and it is a name familiar to the ACP community—Markel Investment Advisors. Markel and ACP have joined forces to offer special pricing and coverage options to members including:

  • A 5% discount on E&O insurance premiums, which 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



MoneyGuidePro

More details about this partnership

Discount: $995 ($300 discount from $1,295 retail price). To receive the discount, please contact Robert McCarthy.

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.


 

RightCapital

More details about this partnership

Discount: Exclusive permanent 25% discount for ACP Members. 

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.

Partnership Details

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


Sphynx Automation


More details about this partnership

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


More details about this partnership

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

More details about this partnership

TDAI will:

  • Accept all ACP members without pre-conditions based on assets.
  • Provide ACP with a dedicated point of contact for issues requiring an elevated response.
  • Provide a dedicated phone number for ACP members who do not already have a service team: (800) 300-2095.
  • Host monthly training webinars.
  • Provide special benefits for ACP members attending the TD conference.
  • Support the ACP Annual Conference as a Platinum Sponsor.

TDAI offers reduced pricing for Dimensional funds at $9.99.


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Twenty Over Ten

More details about this partnership

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.

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.