Connect wealth management clients to the liquidity they require

Add balance-sheet benefits to your practice. No bank affiliation or technology outlay required. The Broadridge Wealth Lending Network puts risk-calibrated securities-based lending (SBL) options at advisors’ fingertips.

Clients want leverage. Now you can respond with confidence.

SBL enables your clients to access an interest-only line of credit based on 50% - 95% of the value of eligible securities in their portfolio, usually at a lower cost than a mortgage or home equity line of credit. The simple, turnkey process aligns borrowing options with each client’s tolerance for risk. It’s a smart, practical way advisors can bring new value to clients.

• Broadridge Provides the Marketplace.
• Lenders Handle the Paperwork.
• Clients Avoid Triggering Taxable Gains.

Features

• Real-Time Liquidity Insights: Access up-to-date liquidity data.
• Automated Liquidity Management: Streamline liquidity processes.
• Compliance Tracking: Ensure adherence to regulatory requirements.
• Customizable Dashboards: Tailor views to meet client needs.
• Secure Data Handling: Protect sensitive information with robust security measures.