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Credit availability is table stakes in this business. Investors often want to release liquidity from their portfolios without selling out. Successful wealth managers need to be competitive in how they offer and manage liquid lending: not just by managing costs, but also by removing friction from processes in order to achieve faster time-to-business and by providing financial advisor toolkits.
Wealth managers want to manage credit risk in real time, with dynamic stress-testing and loan book management. They need product flexibility in order to offer credit against assets in one or more portfolios, and by advancing loans against collateral that is not immediately marked to market (e.g., non-exchange-traded instruments) and by offering credit against assets held away.
As the liquid lending business expands, borrowers are more demanding – and populous — wealth managers need to be able to deliver tailored wealth lending at scale.
Automation is the fast-track route to competitive advantage in liquid lending. Broadridge provides cloud-based liquid lending capability for rapid deployment and scale with full credit risk control. Rockall FASTNET enables: