Close

The right insights, right now

Access the latest news, analysis and trends impacting your business.

Explore our insights by topic:

About Broadridge

Deliver intelligent liquidity. Safeguard AUM.

Connect wealth management clients to the liquidity they require

Add balance-sheet benefits to your practice. No bank affiliation or technology outlay required. The Broadridge Wealth Lending Network puts risk-calibrated securities-based lending (SBL) options at advisors’ fingertips.

Clients want leverage. Now you can respond with confidence.

SBL enables your clients to access an interest-only line of credit based on 50% - 95% of the value of eligible securities in their portfolio, usually at a lower cost than a mortgage or home equity line of credit. The simple, turnkey process aligns borrowing options with each client’s tolerance for risk.

It’s a smart, practical way advisors can bring new value to clients.

icon product feature
Broadridge Provides the Marketplace.
icon product feature
Lenders Handle the Paperwork.
icon product feature
Clients Avoid Triggering Taxable Gains.
How We Can Help

Future-ready solutions you can trust

50+
Broker-dealers use our wealth management solutions.
200k
Advisors use our wealth management solutions.
17M
Investor accounts are supported by wealth management solutions.