BERWYN,
Pa., Sept. 6, 2024 /PRNewswire/ -- Advisor
Credit Exchange, LLC (ACE), operates a fintech platform dedicated
to simplifying lending and cash management for advisors and their
clients, announced that it has been honored with a prestigious
"Wealthies" Award in the Technology Provider category for
Securities-backed Lending.
ACE's platform was selected for its outstanding contributions to
the securities-backed lending sector, distinguishing itself among a
competitive field of industry leaders. The platform integrates
seamlessly with existing wealth management platforms, providing
financial advisors with access to a comprehensive suite of lending
and cash management solutions offered by third-party institutions.
These offerings include securities-backed lending, cash management,
residential real estate lending, commercial lending, personal
"signature" lending, and luxury asset financing.
"We are deeply honored by this recognition from
WealthManagement.com," said JP Connellan, CEO of Advisor Credit
Exchange. "Our mission to simplify banking and lending is
driven by a deep understanding of the challenges faced by financial
advisors and their clients. This award underscores our commitment
to making the complex world of finance more accessible and
efficient."
The ACE platform offers financial advisors access to an
extensive product suite, providing flexibility and choice in
lenders and solutions. It enables financial advisors to have a
comprehensive view of a client's financial state in one place and
streamlines the lending process, including pre-screening, for their
entire book of business.
Melanie Warner, COO and Head
of Sales at Advisor Credit Exchange, added, "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. We remain committed to enhancing access to solutions and
delivering tools that simplify and optimize operations for
financial advisors, with the goal of achieving the best possible
outcomes for their clients."
The WealthManagement.com Awards, referred to as the "Wealthies",
are widely regarded as one of the most significant accolades in the
financial services industry, celebrating the achievements of firms
that are setting new standards in technology and service. View the
full list of winners here:
https://informaconnect.com/wealth-management-industry-awards/2024-winners-and-finalists.
For more information about ACE and its award-winning platform,
please visit: www.advisorcreditexchange.com.
About Advisor Credit Exchange
Advisor Credit Exchange
(ACE) simplifies lending and banking by offering access to a
selection of lending partners, products, and cash management
solutions through one platform. We offer advisors and enterprises
our support and expertise, so they can better meet client's cash
and credit needs while broadening their service offerings to grow
their business.
MEDIA CONTACTS:
Megan Carey
Advisor Credit Exchange
mcarey@advisorcreditexchange.com
Laura Simpson | JConnelly for
ACE
ACE@jconnelly.com
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SOURCE Advisor Credit Exchange LLC