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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.

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

Future-ready solutions you can trust

Broker-dealers use our wealth management solutions.
Advisors use our wealth management solutions.
Investor accounts are supported by wealth management solutions.