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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 loan options and expect your advisors to effectively compete for the loan business, especially since leading wealth management firms and banks are continuing to expand their lending capabilities and use lending as a key hook and leverage position in the management and growth of their client relationships.
Now advisors can deliver credit solutions through a dedicated network of lenders, selected for product excellence and financing expertise.
The lending experience starts with presenting pre-qualified credit opportunities to clients. Benefits may include lower risk of decline, confidence in rate competitiveness and accelerated speed-to-approval.
To compete for the most profitable client relationships, it is essential to arm advisors with a fully integrated platform that includes lending services.
ACE helps advisors protect client relationships and deliver total balance management for their clients’ financial wellness.
ACE puts a broad range of pre-qualified securities-based and unsecured credit solutions at the advisor’s fingertips to address cash flow, home financing, business investment, tax obligations and other large funding needs.
ACE is dedicated to maintaining and building on the trust advisors forge with their clients. We are mindful that every client relationship is built upon a relentless commitment to accountability, client focus, service quality, teamwork and integrity.
Contact Us to Schedule an Appointment with an ACE Solutions Specialist