MenuAgentExchange
SalesforceSlack

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

Securities Based Lending for Advisors

By Broadridge Financial Solutions, Inc.

Grow your SBL book with the Securities Based Lending for Advisors

No Ratings
$250   USD/user/month
Industries
Financial Services
Business Need
Sales
Sales Intelligence
Agent Productivity
Requires
Sales Cloud
Compatible With
Sales Cloud
Financial Services Cloud

Securities Based Lending (SBL) for Advisors enables financial advisors to identify SBL prospects, determine their borrowing power, initiate origination and monitor SBL loan levels.

Highlights

Accelerate SBL prospecting with AI-based hyper-targeting capabilities

Monitor SBL loan levels to manage risk more effectively

Initiate origination process directly from Salesforce

Provider Details

Broadridge Financial Solutions, Inc.
Lake Success, NY, USA
Founded
2007
Website
Phone
+1 800 353 0103

Broadridge Financial Solutions (NYSE: BR), a global Fintech leader with more than $5 billion in revenues, provides the critical infrastructure that powers investing, corporate governance and communications to enable better financial lives. We deliver technology-driven solutions that drive business transformation for banks, broker-dealers, asset and wealth managers and public companies. Broadridge’s infrastructure serves as a global communications hub enabling corporate governance by linking thousands of public companies and mutual funds to tens of millions of individual and institutional investors around the world. Our technology and operations platforms underpin the daily trading of more than U.S. $9 trillion of equities, fixed income and other securities globally. A certified Great Place to Work®, Broadridge is part of the S&P 500® Index, employing over 14,000 associates in 21 countries.

Pricing Details

Enterprise pricing available

Advisor Pricing

$250 USD/user/month

More From This Provider

ContentHub: Print and Digital Content Distribution for Sales
by Broadridge Financial Solutions, Inc.
No Ratings
Your sales and operations teams rely on accurate up-to-date content. Now kits, brochures, flyers and prospectuses are at your fingertips. In seconds, sales teams can send via print or digital while you maintain compliance and control.

Reg BI – Form CRS Powered by Broadridge
by Broadridge Financial Solutions, Inc.
No Ratings
Under Regulation Best Interest (Reg BI), disclosures must be sent to clients and prospects. How can you deliver Form CRS anytime, anywhere? Now, with the Broadridge “Reg BI – Form CRS” app, advisors can deliver Form CRS with a simple click of a button.

AdvisorStream | Digital Marketing Automation for Financial Advisors
by Broadridge Financial Solutions, Inc.
No Ratings
AdvisorStream is an AI-powered digital marketing platform that helps Financial Advisors drive growth without adding to their workload.

Advisor Onboarding
by Broadridge Financial Solutions, Inc.
No Ratings
Broadridge Advisor Onboarding helps wealth management firms accelerate time to first sale and improve advisor satisfaction by automating the financial advisor transition process.