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About Broadridge

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End-to-end Securities-Based Lending

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.

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Intelligent Prospecting
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Self-service Loan Management
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Auto-decisioning and Underwriting
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Automated Applications and e-Signatures
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Expand Wallet Share
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Same-day Funding
How We Can Help

Digitize the advisor-client experience

48 hrs
Accelerate time-to-loan from weeks to days.
200k
Advisors use our wealth management solutions.
17M
Investor accounts are supported by our wealth management solutions.
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