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ACE Creates New Opportunities

At the Advisor Credit Exchange (ACE), our mission is to support the full cycle of wealth management to include the need for financing that builds and maintains net worth to achieve overall financial goals and wellness. ACE technology is a breakthrough solution that empowers advisors to present pre-qualified credit opportunities to their clients. Benefits may include lower risk of decline, confidence in competitive rates and accelerated speed-to-approval. These solutions are core components of advised-client portfolios—integrated within the same wealth management platforms advisors already use every day.

ACE is an independent technology firm founded by notable industry innovators. We connect advisors and their clients to tailored credit solutions from industry leading lenders.

For lenders, we offer access to highly qualified borrowers with the sales, marketing and pre-qualification screening designed to improve the efficiencies — and reduce the costs — of the loan origination process.

For wealth management firms and advisors, we bring transparency, control and convenience to liability management across the entire wealth management lifecycle so advisors can now deliver truly comprehensive advice to their clients. By integrating financing with wealth management solutions, ACE is creating new opportunities for platforms and advisors, while helping investors build and maintain the net worth that makes financial wellness a reality.

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