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Update on COVID-19

View the latest update from the Advisor Credit Exchange on what we are doing to ensure the continuity of our business and the well-being of our staff during this global crisis.

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Now Financial Advisors Can Help Clients Manage Credit As Successfully As Investments

The Advisor Credit Exchange (ACE) brings together lenders and wealth managers empowering investment firms and advisors to deliver financing solutions to help build and maintain their clients’ net worth and meet their financial goals.

ACE’s key innovation is that advisors will know – in advance of speaking with their clients – what prequalified loan options are available for presentation, along with clearly presented pricing and terms. This breakthrough, quite literally, takes the mystery out of lending for advisors and their clients.

By integrating liability management with asset management, ACE creates new opportunities for advisors to help clients achieve financial wellness.

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HOW THE ADVISOR CREDIT EXCHANGE WORKS

The Advisor Credit Exchange (ACE) platform compares borrower profiles against lender requirements to generate automated, pre-qualified credit proposals. Advisors explore the available options to help identify solutions based on client circumstances, preferences and financial goals.

Loan alternatives are generated in real time, together with proposal sheets detailing terms, pricing and a direct link to the lender for application and origination.

The ACE platform helps advisors tailor their client’s optimal credit solution. Now advisors can present pre-qualified loan opportunities to help clients fund needs including cash flow, real estate, business investment, large tax obligations and purchase of boats, cars and other big-ticket items.

With lender guidelines  already in place, the risk of credit decline and concern about competitive pricing are greatly minimized.

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Contact Us to Schedule an Appointment with an ACE Solutions Specialist

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