BERWYN, PA — Advisor Credit Exchange, LLC (ACE) has been recognized with a distinguished “Wealthies” Award in the Technology Provider category for its groundbreaking work in securities-backed lending. This accolade highlights ACE’s innovative platform, which has set a new standard in the financial advisory sector by seamlessly integrating with existing wealth management systems.
The ACE platform offers financial advisors a comprehensive suite of lending and cash management solutions. These encompass securities-backed lending, cash management, residential real estate, commercial lending, personal “signature” lending, and luxury asset financing. Such offerings provide advisors with the tools needed to streamline their operations and deliver enhanced service to clients.
Expressing his gratitude, JP Connellan, CEO of ACE, stated, “We are deeply honored by this recognition from WealthManagement.com. Our mission to simplify banking and lending is driven by a deep understanding of the challenges faced by financial advisors and their clients.”
The platform’s extensive product suite allows advisors to view a client’s financial status in a single, unified platform, facilitating a more efficient lending process. Melanie Warner, COO and Head of Sales at ACE, emphasized, “This award is a testament to the hard work of our team and the strength of our strategic relationships. It represents a significant milestone for ACE and highlights the value the platform brings to financial advisors.”
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