Daniel Allen's Colleagues at Advisor Credit Exchange
Cheryl Carreau
Project Consultant - Platform Integration and Launch: User Testing, Onboarding, Procedural Documents
Stuart Boline
Regional Lending Manager | Residential Real Estate Product Manager
Daniel Allen's Contact Details
N/A
Advisor Credit Exchange
Daniel Allen's Company Details
At the Advisor Credit Exchange (ACE), our mission is to support the full cycle of wealth management to include the need for financing that builds and maintains net worth to achieve overall financial goals and wellness. ACE technology is a breakthrough solution that empowers advisors to present pre-qualified credit opportunities to their clients. Benefits may include lower risk of decline, confidence in competitive rates and accelerated speed-to-approval. These solutions are core components of advised-client portfolios—integrated within the same wealth management platforms advisors already use every day.