Broadridge's End-to-End Securities-Based Lending offers comprehensive risk management and support services for wealth management. Enhance control, streamline operations, and optimize lending processes.
Vendor
Broadridge
Company Website
Accelerate business growth, enable the advisor with the Broadridge SBL platform
Deliver loan origination directly on the advisor workstation, drive sales and enhance rich SBL operations with full credit risk control. The Broadridge End-to-End SBL Platform combines digital experiences, self-service, intelligent automation and data-driven oversight to accelerate SBL business growth — through a single platform.
Advisor-driven, client self-service Automate success. Deliver powerful loan origination & management capabilities directly to advisors and clients. Provide a self-service solution that supports holistic management of the total client balance sheet. Not affiliated to a bank? Get access to SBL with the Broadridge Wealth Lending Network.
- Intelligent Prospecting
- Self-service Loan Management
- Auto-decisioning and Underwriting
- Automated Applications and e-Signatures
- Expand Wallet Share
- Same-day Funding
Features
- Automated Risk Assessment: Efficiently evaluate risks.
- Real-time Monitoring: Track activities instantly.
- Customizable Reporting: Tailor reports to needs.
- Integrated Compliance: Ensure regulatory adherence.
- Scalable Solutions: Adapt to business growth.