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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.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Financial Services Cloud
Salesforce Editions
Enterprise
Additional Requirements
Requires subscription to Broadridge's FASTNET securities-based lending platform.

App Details

Version
Broadridge SBL/1.0 1.0.0
Listed On
09/17/2023
Latest Release
09/17/2023
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 8
Custom Tabs: 5
Custom Apps: 1
Lightning Components
Global: 4
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.0.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
09/13/2023

Additional Details

Broadridge's patented machine-learning technology helps advisors hyper-target SBL borrowers, deepen client relationships and reduce attrition.

Need help?

Broadridge Financial Solutions, Inc.

Lake Success, NY, USA

Other ResourcesTerms & Conditions