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

$7T

Fixed income and equity securities trades per day.

Years of FINRA regulated broker-dealer operations experience.

Of 24 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

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what’s next for you

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

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15(c) Board Reporting

22c-2 Compliance

Advisor Resource Center

Advisor Websites

Annual Compliance

Asset Servicing

Bank Debt and Loan Trading

Beneficial Proxy Services

Billing and Expense Management

Capital Markets Disclosures

Cash Management

Collateral Management

Composition and Publishing for Legal Documents

Connectivity

Consumer Preference and Profile Management

Continuing Education

Credit and Market Risk

Data Management and Archival

Data Management, Analytics and Reporting

Derivatives Trade Processing

Digital Delivery

Digital Experience Management

Direct Marketing

Document Composition

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Enhanced Packaging

Enhanced Proxy Design

Equity Trade Processing

ESG Advisory Services

Expense Management and Fee Validation

Financial Reporting

Fixed Income Trade Processing

Foreign Exchange Trade Processing

Global Securities Class Action Services

Global SWIFT Services

Global Tax Reclaim and State Tax Reporting

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Sales and Asset Reporting

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Virtual Shareholder Meeting

Visual Analytics

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Fully Paid Lending