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.

Intelligent Prospecting

Self-service Loan Management

Auto-decisioning and Underwriting

Automated Applications and e-Signatures

Expand Wallet Share

Same-day Funding

Deliver the ultimate SBL experience

Accelerate growth – for your advisors, your clients and you. The Broadridge SBL platform delivers powerful, straight-through loan origination and processing directly from the advisor workstation, with client self-service capabilities. Eliminate uncertainty, manual information-gathering and cyclical approval steps. Automate and grow with SBL built for the realities of your business.

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.

Securities Based Lending Report 2021

Securities Based Lending Report 2021

SBL Industry Survey Report

SBL Industry Survey Report

Rockall - SBL Checklist

Unlock your advisors’ “Inner Rainmaker” with a strong SBL Pipeline

As Clients Embrace Holistic Lending, Some Advisors Hesitate

As Clients Embrace Holistic Lending, Some Advisors Hesitate

Accelerate SBL end-to-end with NAVIGATOR

Accelerate SBL end-to-end with Broadridge SBL Platform

How Digital SBL Offers a Roadmap to Post-COVID Liquidity

How Digital SBL Offers a Roadmap to Post-COVID Liquidity

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