Now Financial Advisors Can Help Clients Manage Cash and Credit As Strategically As Investments

We take the mystery out of lending for advisors and their clients.

Banks and Lenders

The ACE program provides banks and lenders with unprecedented access to an upscale market that traditionally they have not been able to address.

The program’s key feature, the pre-screening of cash and credit accounts, may significantly improve the efficiency of client acquisition and reduce origination costs. The ACE platform incorporates lenders’ approval criteria to assure they receive only requests for accounts they are likely to approve .

Wealth Managers

As a wealth management organization, it is essential that you arm your advisors with a fully integrated platform that includes banking and lending services. Yet it is not enough just to have one or two options and expect your advisors to effectively compete for the business, especially since

leading wealth management firms and banks are continuing to expand their cash and credit capabilities and use them as a key hook and leverage position in the management and growth of their client relationships.