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’ goals and financial plans.
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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 quality. All Janney Financial Advisors will be able to access the Advisor Credit Exchange beginning in 2022, although the pilot program started in 2021.
“Advisor Credit Exchange offers a digital solution that expands our financing and lending capabilities, allowing our Financial Advisors to integrate additional lending solutions, including residential real estate and unsecured lending, into the goals-based, financial planning process. The partnership enhances 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.
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The Advisor Credit Exchange platform compares borrower profiles provided by the advisor against lender requirements to generate pre-screened credit proposals. Financial Advisors explore the available options to help identify solutions based on unique client circumstances, preferences, and financial goals. By offering a variety of solutions from multiple lenders, the financing options available through the Advisor Credit Exchange platform empower Financial Advisors to support more client financial goals such as home purchases and refinancing, loan consolidation, and meeting tax obligations.
“With this innovation, Financial Advisors will know, in advance of speaking with their clients, which pre-screened loan options are available for presentation, along with clearly presented pricing and terms. This transparency takes the mystery out of lending for advisors and their clients,” said Peter Stanton, CEO of Advisor Credit Exchange. “It significantly enhances the advisor’s capacity to provide a fully integrated wealth management solution that is comparable to that of major wealth management firms and banking/lending institutions.”
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