Securities Based Lending for Advisors
By Broadridge Financial Solutions, Inc.Agent Productivity
- Rating
- Not rated yet
- Reviews
- No reviews yet
- Pricing
- Paid
- From $250 per user per month
- Listed since
- 2023
About Securities Based Lending for Advisors
Grow your SBL book with the Securities Based Lending for Advisors
Broadridge's patented machine-learning technology helps advisors hyper-target SBL borrowers, deepen client relationships and reduce attrition.
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
Screenshots
Image 1 of 4
Pricing
Paid, from $250 per user per month.
| Plan | Price | Billed |
|---|---|---|
| Advisor Pricing | $250 per user | Monthly |
Enterprise pricing available
Compatibility
- Works with
- Sales Cloud
- Financial Services Cloud
- Requires
- Sales Cloud
- Salesforce editions
- Enterprise
- Lightning Experience
- Supported
- Salesforce mobile app
- Not supported
- Salesforce security review
- Passed on September 13, 2023
- Industries
- Financial Services
- Languages
- English
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