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Advisor Credit Exchange

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What is the Advisor Credit Exchange (ACE)?

The Advisor Credit Exchange (ACE) connects advisors and their clients to credit solutions that can help to position them to meet their financial goals. ACE is powered by the Envestnet Credit Exchange. It features a unique platform (ACx) and a responsive support team, enabling advisors to quickly and easily generate automated credit proposals for a seamless hand off to lenders for a top-notch approval and origination experience.

The Advisor Credit Exchange currently offers the following loan types:

• Securities-Backed Lending
• Residential Real Estate Lending
• Unsecured Lending

Who to Contact

New Loan Opportunities

If you are not currently enrolled in the Advisor Credit Exchange, contact the ACE Regional Lending team at sales@advisorcreditexchange.com

Service and Operations for loans in process

If you are currently enrolled or need more information about loans in process, contact ACE Service and Operations at service@advisorcreditexchange.com

General program inquiries

For general inquiries, contact ACE inquiries at taminq@advisorcreditexchange.com