Overview

Sharegain provides a B2B SaaS platform that enables online brokers, private banks, wealth managers, and custodians to offer securities lending to retail clients. The platform—branded “Securities Lending as a Service (SLaaS)”—automates identification, activation, and lifecycle management of fully-paid securities lending opportunities across retail accounts, allowing firms to monetize idle holdings while maintaining client control and compliance. The Opt-in Hub augments adoption by surfacing tailored opportunities and enabling targeted activation campaigns.

Features and Capabilities

• Core proposition: Sharegain’s SLaaS automates retail securities lending, enabling firms to monetize client assets without internal prime-broker infrastructure.
• Opt-in Hub: Centralised activation engine that scans underlying accounts, prioritises lending opportunities, and supports tailored outreach to boost client opt-in rates.
• Opportunity engine: Real-time intelligence engine that continuously identifies lendable positions and ranks them by revenue potential and client suitability.
• Client engagement tools: UX components and campaign tools for brokers and advisors to present opt-in prompts, consent workflows, and educational materials to end clients.
• Lifecycle management: End-to-end borrower management, recall functionality, monitoring, reporting, and reconciliation to manage loans and regulatory obligations.
• Integration & connectivity: APIs and connector support for custodians, broker platforms, and market counterparties to enable settlement, collateral, and trade matching.
• Compliance & controls: Configurable risk controls, firm-level and client-level consent tracking, and audit trails to meet regulatory and fiduciary requirements.
• Revenue reporting: Reporting dashboards for fee allocation, client disclosures, and performance tracking to surface incremental revenue opportunities.
• Target customers (product fit): Designed for online brokers, wealth managers, private banks, and custodians seeking to add passive income streams for clients.