For AdvisorsThe platform

Many tools, one sign-in.

The Acrylic MAC is the platform Acrylic advisors sign in to. The tools a practice runs on are connected behind it, so the day starts from one place.

Four wave sources brought into phase, meeting as one pattern at a single point. Four wave sources out of phase, a restless field with no meeting point.
  • Custody
  • Reporting
  • CRM
  • Planning
Acrylic MACOne sign-in

Each tool on its own rhythm makes noise. In phase, the same waves arrive at one place. An illustration of the idea, not a diagram of the software.

Behind the sign-in

The everyday work of a practice, started from one place.

  1. Custody

    Client accounts held at a qualified custodian. Clients get statements directly from it.1

  2. Reporting

    Portfolio and account reporting for the book you manage.

  3. CRM

    Client records, notes and follow-ups.

  4. Planning

    Planning software for a client's goals and present position.

Acrylic MAC

One sign-in

Acrylic Financial, Inc. Form ADV Part 2A, brochure dated March 3, 2026, Item 12: Acrylic generally requires client accounts to be held at custodians it has approved, including Charles Schwab & Co., Inc., Interactive Brokers LLC and Mid Atlantic Clearing & Settlement Corporation. Item 12 also explains the limits and the conflict of directing accounts to these custodians. Item 14A: Acrylic is independently owned and operated and not affiliated with Charles Schwab & Co., Inc. Advisor Services.

Ask us which tools connect to the Acrylic MAC today, and how.

How one sign-in works

  1. Sign in

    Once, at the Acrylic MAC.

  2. Choose a tool

    Each connected tool has its own tile.

  3. Arrive signed in

    A connected tool opens with you already signed in.

See the platform with us.

Speak with Neil, Brandon or Louis. They can walk you through the Acrylic MAC and what being set up with Acrylic involves.

Talk to us about joining