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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

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$250 USD/user/month

Pricing Details

Industries: Financial Services

Business Need: Sales
Sales Intelligence
Agent Productivity

Requires: Sales Cloud

Compatible With: Sales Cloud
Financial Services Cloud

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

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