Partners

 

ACP develops strategic partnerships to optimize members’ experiences

and to increase their businesses’ efficiency. 

 

 

Asset Dedication

Click here for more details about this partnership

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 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 manor 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 be increased by 5 basis points.

Account Administration Fee Schedule

For accounts that Asset Dedication provides account administration services (reconciliation, reporting, or fee calculations), but does not provide investment management services, there will be a quarterly per account fee of $31.25. Asset Dedication does not provide account administration services unless an advisor has some clients that use Asset Dedication’s investment management services.

 


Grendel

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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 with the tools you want – like powerful workflow capabilities, wealth management, and integration with the ACA 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, and Portfolio Rebalancing 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 are continued to be added to this list

 

InvestmentNews

Click here for details about this partnership

Discount: Discounts on Research, Events, and Print Subscription

Events

40% off registration to all upcoming 2017 InvestmentNews Conferences. To register for one of their events, just click the registration link below and use discount code ACP at checkout.

Retirement Income Summit – April 24th-25th, Chicago, Westin River North

Women Adviser Summit – April 26th (Chicago), Westin Chicago River North; July 11th (Boston), The Langham; November 9th (San Francisco), JW Marriott

Icons and Innovators – April 3rd (New York City) The Essex House

Research

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

ACP members enjoy 20% off purchase of any IN Research benchmarking study.  To visit our Data Store, just click link below and use discount code ACP at checkout.

Access Research Studies

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

Adviser Technology Study:  New.  A blueprint for the industry, with actionable takeaways and the latest solutions to help advisers drive profitability, efficiency and growth for their firms. Scheduled to release March 13th.

Financial Performance Study of Advisory FirmsBenchmark your business against the industry's best and brightest practices with the 2016 InvestmentNews Financial Performance Study of Advisory Firms.

Print Subscription

ACP members receive a 1 year InvestmentNews print + digital access subscription for only $99.  To take advantage of this offer just click link below.

Subscribe to Print


Investopedia

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Showcase Your Expertise & Promote Your Practice to 23M+ Investors

Many of you are looking for ways to increase your presence within the financial planning landscape. One way is to join Investopedia’s Advisor Insights platform giving you the opportunity to publish thought leadership articles and answer investor questions. It’s free and there’s no commitment. This is your chance to showcase your expertise and promote your practice to 23 million+ investors or potential clients

Why join?

Gain brand credibility by publishing with one of the most trusted financial education resources.

Expand your online presence in Google searches, and across our site, newsletters, Facebook and LinkedIn to maximize your page views.

Market your insights through partners like Yahoo Finance, CNBC, MSN, and NASDAQ.

Attain valuable perks to promote your practice, including a complimentary marketing video professionally filmed at your office.

Join Now
Questions? Want Investopedia to create a profile for you? Email advisors@investopedia.com.

 

MoneyGuidePro

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Discount: $995 ($300 discount from $1295 retail price) To receive the discount, please contact Chad Crouch.
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.

Join ACP's MoneyGuidePro User Group where ACP members can submit questions directly to Robert McCarthy, our expert at MoneyGuidePro.

 

RightCapital

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Discount: Exclusive permanent 25% discount to ACP Members, Sign up before September 30 and receive a two-year price lock guarantee, Exclusive partner webinars

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 that helps your clients to minimize taxes in retirement.

Partnership Details

  • Exclusive permanent25% discount to ACP Members
  • Sign up before September 30and receive a two-year price lockguarantee
  • Exclusive partner webinars


Smarsh

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ACP Archiving Package – Full featured Smarsh Compliance Solution:

  • Email archiving - ACP cost $9 per email (list $12-$15)
  • Social media archiving – ACP cost $5 per profile/account (list $20)
  • Cell phone text message archiving – ACP cost $10 per number (list $15)
  • Encryption/DLP – ACP cost $5 per user on domain (list $5-$7)
  • Website archiving – ACP cost $20 per month (up to 25 pages) (list 0-250 $100)
  • Sharepoint archiving – ACP cost $75 per user (list $100)

All archived content types are accessed through cloud based web management console.

There is a minimum monthly charge of $50 (list $100), however there is no chargefor the amount of data stored, time retained or data extracted.

Contract is annual. Billed monthly or annually.

To sign up for this special offer, please click here.

 

tRx

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Total Rebalance Expert provides an exclusive portfolio management and rebalancing solution utilizing the pyramid structure popular with ACP advisors. tRx positions clients to make more money by increasing gross and net returns by reducing taxes permanently through tRx's location optimization and short-term gain avoidance. Advisors can dramatically reduce clients’ tax bills instantly with tax loss harvesting and tRx's exclusive capital gain distribution avoidance function. And, it’s easy to demonstrate the tax savings to clients with custom benefit reports. Advisors can also provide comprehensive client financial reports, including performance, and handle fee billing through the portfolio management bundle. Add on the outsourcing services for a complete turnkey back-office solution!

 

Twenty Over Ten

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Discount: Hosting and maintenance fee of $45/month. An initial set up fee of $300 will also apply.

ACP Web Partner

ACP has partnered exclusively 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.

Membership Benefits
As a new member you may qualify to receive an initial website setup package from Twenty Over Ten as part of your membership benefit package. Ask your concierge if you qualify. Current members receive access to this customized and mobile-friendly website system specifically designed for financial advisors at a reduced rate.

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
  • Image sourcing to help you design and communicate your message
  • Live 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.
  • 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.