Managing Credit as Strategically as Investments Just Got Easier:
Introducing the Envestnet Credit Exchange for Tamarac Users
Wednesday, November 9, 2022 • 4pm-5pm EST
Join us for this exclusive launch event.
Today, clients continue to face uncertainty with rising interest rates, inflation and market fluctuations impacting their short- and long-term investment needs. Providing advice-driven financing by incorporating credit solutions into your practice can help clients manage both sides of the balance sheet to ensure they remain on track with addressing everyday expenses, building net worth and achieving financial wellness.
During this session, we’ll discuss:
- An RIA marketplace update
- The Intelligent Financial LifeTM supported by the Envestnet Financial Wellness Ecosystem
- Envestnet Credit Exchange Overview
- Lending solutions to support client financing needs including residential real-estate, securities-backed and unsecured loans
- Resources available for incorporating lending solutions into your practice easily and confidently
Register now for this event by filling out the form below.
Wednesday, November 9, 2022 • 4pm-5pm EST
SPEAKERS
 |
 |
 |
| Phill Rogerson | Peter Stanton | Brandon Scott |
|
Head of RIA |
CEO and Founder, Advisor Credit Exchange, LLC |
RIA Business Development
Associate |
The information, analysis, and opinions expressed herein are for general information only. Nothing contained in this document is intended to constitute legal, tax, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. Investing carries certain risks and there is no assurance that investing in accordance with the portfolios mentioned will provide positive performance over any period of time. Investors could lose money if they invest in accordance with the portfolios discussed herein. Past performance is not indicative of future results.
Advisor Credit Exchange, LLC (“ACx”) provides access to lending solutions for advisors’ clients via the Envestnet Platform through Envestnet Asset Management’s affiliate, Envestnet Financial Technologies. Envestnet, Inc. has a financial interest and occupies board of director positions in ACx. Neither ACx nor Envestnet offers any loan products or makes any lending decisions. The funding and administration of all loans is undertaken by separate and unaffiliated financial institutions. This presentation should not be construed as a recommendation or endorsement of any particular product, service, bank or firm.
The services and materials described herein are provided on an ‘as is’ and ‘as available’ basis, with all faults. The graphical illustrations herein do not represent client information or actual investments. Envestnet disclaims all warranties, express or implied, including, without limitation, warranties of merchantability or fitness for a particular purpose, title, non-infringement or compatibility. Envestnet makes no representation or warranties that access to and use of the internet while utilizing the services as described herein will be uninterrupted or error-free, or free of viruses, unauthorized code or other harmful components. Envestnet reserves the right to add to, change, or eliminate any of the services and/or service levels listed herein without prior notice to the advisor or the advisor’s home office.
Advisors should always conduct their own research and due diligence on investment products and the product managers prior to offering or making a recommendation to a client. This document refers to information products or services that may be in development and not yet available. Accordingly, nothing in this presentation should be construed as a representation or legal agreement by Envestnet to make available specific products or services (including, without limitation, concepts, systems or techniques).