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How to Streamline Liquid Lending Growth with Full Credit Risk Control


High-net-worth investors are more demanding than ever when it comes to their wealth management service. They are empowered and shop around for the best value. They want live information and a product range that directly fits their requirements.

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.

Helping wealth managers stay ahead of the competition

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:

  • Daily pricing, ratings and portfolio data enabling comprehensive marking-to-market
  • Platform security for rapid scaling with full credit risk management, particularly important at times of volatility
  • Streamlined operations with low implementation burden on the bank
  • A flexible feature set evolving over time to support market demands
  • Easy and agnostic integrations to banking systems
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