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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