Advisor Credit Exchange Partners with Janney Montgomery Scott to Provide Seamless Access to Extensive Lending Platform
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 loan opportunities for their clients, with direct referrals to lenders selected for their high level of service. All of Janney’s financial advisors will be able to access the Advisor Credit Exchange starting in 2022, although the pilot program began in October 2021.
“Advisor Credit Exchange offers a digital solution that expands our financing and lending capabilities, enabling our financial advisors to integrate additional lending solutions, including residential real estate and unsecured loans, into the financial planning process. goal-oriented. The partnership improves our wealth management. platform and strengthens the ability of our financial advisors to address 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 the borrower profiles provided by the advisor to lender requirements to generate pre-screened credit proposals. Financial advisors explore the options available to help identify solutions based on clients’ unique financial circumstances, preferences and 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 tax compliance.
“With this innovation, financial advisors will know, before speaking with their clients, which pre-selected loan options are available for presentation, along with clearly presented prices and terms. This transparency eliminates the mystery of loans for advisors and their clients. ,” noted Pierre Stanton, CEO of Advisor Credit Exchange. “This dramatically improves the advisor’s ability to deliver a fully integrated wealth management solution comparable to that of leading wealth management companies 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 deliver financing solutions to build 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 well-being.
For more information on Advisor Credit Exchange, please visit www.advisorcreditexchange.com.
About Janney Montgomery Scott LLC
Janney advises individual, corporate and institutional clients. Our expertise includes advice on asset management, corporate and public finance, equity and fixed income investments, equity research, sale and trading of equities and fixed income securities. institutions, 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 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.
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SOURCE Credit Exchange LLC Advisor