Product Sheets
View our collection of product sheets to learn more about what makes us the technology leader in securities-based lending solutions that connect and empower the financial ecosystem.
Papers
SBL is all we do. See below for our industry insights and observations and be sure to check back often for updates.
Developing a Securities-Based Lending Transformation Strategy — Aug 2021
Say Goodbye to the ‘Swivel Chair’ with Modern, Digital SBL Origination Technology — June, 2021
Dispelling the Top 5 SBL Myths — May, 2021
5 Steps to Build an SBL Business Case — May, 2021
Help Grow Revenue by Improving SBL Adoption — March, 2021
Stop the Angst When Recruiting Advisors — March, 2021
Top Trends in Securities-Based Lending — Jan, 2021
The Urgency for State-of-the-Art Collateral Monitoring — Nov, 2020
POPULAR USES FOR A SECURITIES-BASED LINE OF CREDIT
SBLOCs can often be an affordable credit option for your clients while keeping their portfolio intact and not disrupting their investment strategy. Possible uses for an SBLOC:
Real Estate Purchase
Bridge Loan
Tax Payment
Business Investment
Home Renovation
School Expenses
Family Emergency
Car/Boat
Books
We wrote the book on securities-based lending. Let us be your guide.
Our training and education can be traced back two decades and has evolved into books that have helped shape the industry.
Case Studies
faqs
Find answers to the questions we get asked the most.
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What is a securities-based line of credit (“SBLOC”)? keyboard_arrow_right
An SBLOC is a low interest rate line of credit that allows investors to borrow against their taxable investment portfolio to address their financial needs.
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Why an SBLOC? keyboard_arrow_right
An SBLOC allows clients to easily unleash the value of their investment portfolio by using the eligible assets as collateral. Whether they need funds to pay off student loans or to purchase a car, boat or anything other than additional securities, an SBLOC enables them to achieve financial wellness, without disrupting their financial goals and investment strategies.
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What are the advantages of an SBLOC? keyboard_arrow_right
An SBLOC offers highly competitive pricing and access to liquidity. Clients can utilize multiple investment accounts as collateral and combine them into one line. There are no fees associated with the line and clients are only required to pay the interest monthly, provided the SBLOC is in good standing and there has not otherwise been a collateral call.