Fully Paid Lending

Front to back support for the Fully Paid Lending lifecycle

Add revenue streams to your business by unlocking valuable assets and accessing new fee income. An end-to-end fully paid lending (FPL) program driven by targeted technology and deep expertise enhances the business value of FPL. We help our clients build a business case for FPL, develop a blueprint for adoption, ease migration, and optimize operating models.

Technology and consultancy to optimize the front-to-back FPL life cycle

We partner with our clients to develop purpose-built FPL solutions. Our integrated technology platform and expert consulting services support a fully functioning FPL business.

Position Management and Margining

Aggregation & Allocation

Life Cycle Management

Accounting

Downstream Connectivity

Confirms, Statements, Reporting and Tax

Position Management & Margining

Easily identify eligible customers and positions
Collateral calculations
Margining workflow

Aggregation & Allocation

Aggregate positions from multiple customers into one loan
Automated allocation of loans and returns among participating customers
Full support for customer account segregation

Life cycle Management

Fully integrated with Broadridge's BPS solution for back-office bookkeeping
Corporate actions processing
Recalls management

Reporting

Tax reporting
Regulatory Reporting

See Product Specifications

Video

Fully Paid Lending Explained

Broadridge’s Mike Airey discusses how Fully Paid Lending is entering the mainstream, enabling brokers and their clients to unlock valuable assets and access new fee income.

How We Can Help

Proven experience that you can rely on

$5T

Equity and fixed income trades processed daily in North America.

Years of FINRA regulated broker-dealer operations experience.

Of 23 primary dealers rely on Broadridge for fixed income processing.

Article

Fully Paid Lending Has Entered the Mainstream

White Paper

How FPL Can Help Create Sticky Clients

Photo: Telecom sales rep meets with a new customer, demonstrating electronic communications capabilities

Let’s talk about
what’s next for you

Our representatives and specialists are ready with the solutions you need to advance your business.

REQUEST INFORMATION

22c-2 Compliance22c-2 Compliance

Advisor Resource CenterAdvisor Resource Center

Advisor WebsitesAdvisor Websites

Annual ComplianceAnnual Compliance

Asset ServicingAsset Servicing

Bank Debt and Loan TradingBank Debt and Loan Trading

Beneficial Proxy ServicesBeneficial Proxy Services

Billing and Expense ManagementBilling and Expense Management

Capital Markets DisclosuresCapital Markets Disclosures

Cash ManagementCash Management

Collateral ManagementCollateral Management

Communications Consulting Communications Consulting

Compliance and Regulatory Accounting Managed ServicesCompliance and Regulatory Accounting Managed Services

ConnectivityConnectivity

Consumer Preference and Profile ManagementConsumer Preference and Profile Management

Continuing EducationContinuing Education

Credit and Market RiskCredit and Market Risk

Data Management and ArchivalData Management and Archival

Data Management, Analytics and ReportingData Management, Analytics and Reporting

Derivatives Trade ProcessingDerivatives Trade Processing

Digital DeliveryDigital Delivery

Digital Experience ManagementDigital Experience Management

Direct MarketingDirect Marketing

Document CompositionDocument Composition

EDGARFormsEDGARForms

Enhanced PackagingEnhanced Packaging

Enhanced Proxy DesignEnhanced Proxy Design

Equity Trade ProcessingEquity Trade Processing

Expense Management and Fee ValidationExpense Management and Fee Validation

Expense Management Managed ServicesExpense Management Managed Services

Financial ReportingFinancial Reporting

Fixed Income Trade ProcessingFixed Income Trade Processing

Foreign Exchange Trade ProcessingForeign Exchange Trade Processing

Global Securities Class Action ServicesGlobal Securities Class Action Services

Global SWIFT ServicesGlobal SWIFT Services

Intelligent ProspectingIntelligent Prospecting

Intraday Risk MonitoringIntraday Risk Monitoring

Investment AccountingInvestment Accounting

Managed Reference Data ServiceManaged Reference Data Service

Managed Services, Hosting and IntegrationManaged Services, Hosting and Integration

Mobile AppMobile App

NewslettersNewsletters

Operational Risk ManagementOperational Risk Management

Performance and AttributionPerformance and Attribution

Performance Dashboards and Operational ReportsPerformance Dashboards and Operational Reports

Portfolio and Order ManagementPortfolio and Order Management

Portfolio Securities VotingPortfolio Securities Voting

Post Trade and Regulatory CompliancePost Trade and Regulatory Compliance

Post Trade Processing Managed ServicesPost Trade Processing Managed Services

Pricing and ValuationPricing and Valuation

Print Delivery and Postal OptimizationPrint Delivery and Postal Optimization

Print MarketingPrint Marketing

Professional ServicesProfessional Services

Proxy ServicesProxy Services

ProxyVoteProxyVote

Rapid OnboardingRapid Onboarding

ReconciliationReconciliation

Reconciliation Managed ServicesReconciliation Managed Services

Reference Data ManagementReference Data Management

Registered Proxy ServicesRegistered Proxy Services

Regulatory CommunicationsRegulatory Communications

Revenue Management and Fee BillingRevenue Management and Fee Billing

Sales and Asset ReportingSales and Asset Reporting

Securities FinanceSecurities Finance

SeminarsSeminars

Shareholder Data ServicesShareholder Data Services

SmartRoomSmartRoom

Sponsored Name PlacementSponsored Name Placement

Stock TransferStock Transfer

Tax ServicesTax Services

Virtual Shareholder MeetingVirtual Shareholder Meeting

Wealth Insight ServicesWealth Insight Services

The right insights, right now

How can we help?

Become a Broadridge partner

Thank You