PHILADELPHIA CREAM, December 7, 2021 /PRNewswire/ — Advisor Credit Exchange, LLC announces that Janney Montgomery Scott LLC will now offer the Advisor Credit Exchange platform to its financial advisors, expanding the lending solutions available to support their clients’ financial goals and plans.
Through the Advisor Credit Exchange platform, Janney Financial Advisors will have access to pre-screened lending opportunities for their clients, with direct referrals to lenders selected for their high level of service quality. All Janney Financial Advisors will be able to access the Advisor Credit Exchange from 2022, although the pilot program began in October 2021.
“Advisor Credit Exchange offers a digital solution that extends our financing and lending capabilities, allowing our financial advisors to integrate additional lending solutions, including residential real estate and unsecured loans, into the financial planning process. The partnership enhances our wealth management platform and strengthens the ability of our financial advisors to meet all aspects of a client’s financial goals,” said Jessica Landis, Head of Investment Solutions at Janney Montgomery Scott.
The Advisor Credit Exchange platform compares borrower profiles provided by the advisor against lender requirements to generate pre-screened credit proposals. Financial advisors explore available options to help identify solutions based on the client’s unique circumstances, preferences and financial goals. By offering a variety of solutions from multiple lenders, the financing options available through the Advisor Credit Exchange platform allow financial advisors to support more of clients’ financial goals such as buying and refinancing a home, consolidating loans and compliance with tax obligations.
“With this innovation, financial advisors will know, before they speak with their clients, what pre-selected loan options are available for presentation, along with clearly presented prices and terms. This transparency takes the mystery out of loans for advisors and their customers. ,” mentioned Stone Stanton, CEO of Advisor Credit Exchange. “It greatly enhances the advisor’s ability to deliver a fully integrated wealth management solution comparable to that of large wealth management firms and banking/lending institutions.”
About Advisor Credit Exchange, LLC
Advisor Credit Exchange (ACE) is a technology platform that brings together lenders and wealth managers, enabling investment firms and advisors to provide financing solutions to grow their clients’ net worth and achieve their financial goals. By integrating liability management with asset management and protection solutions, ACE has created new opportunities for advisors to help clients achieve financial wellness.
For more information on Advisor Credit Exchange, please visit www.advisorcreditexchange.com.
About Janney Montgomery Scott LLC
Janney provides advice to individuals, businesses and institutional clients. Our expertise includes advice on asset management, corporate and public finance, equity and fixed income investing, equity research, sales and trading of institutional stocks and securities fixed income, investment strategy, financial planning, mergers and acquisitions, public and private capital raising, portfolio management. , retirement and income planning and wealth management. Janney is an independent subsidiary of The Penn Mutual Life Insurance Company and is a member of the Financial Industry Regulatory Authority, the New York Stock Exchange and the Securities Investor Protection Corporation. Additional company information is available at www.janney.com.
JConnelly for Advisor Credit Exchange
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SOURCE Advisor Credit Exchange LLC