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RIA and Broker-Dealer Solutions

Empower Advisors With Modern Credit Solutions

Differentiate your firm with a unified lending experience that expands your offering, retains assets under management (AUM), and equips advisors to deliver more holistic financial planning.
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Trusted by industry-leading firms

Liquidity Planning

Expand Your Value Proposition

Equip advisors to deliver holistic planning by offering a suite of lending products that address complex liquidity needs and integrate into existing workflows.

Strategic Growth

Accelerate AUM Growth

Support long-term AUM growth, deepen client relationships, and strengthen retention with a seamless, advisor-driven SBL solution.

AI-Powered Automation

Improve Advisor Efficiency With AI-Driven Workflows

Free advisors from manual work and reduce back-office burden, so teams can focus on higher-value tasks.

Offer a Turnkey SBL Solution

Deliver a modern, advisor-driven SBL experience with automated workflows, increased oversight, and seamless collaboration with lending partners.

Offer an integrated SBL experience that enhances planning conversations and differentiates your firm

Remove operational complexity with automated workflows and integrated lending partner connectivity

Elevate client experiences with faster approvals, greater transparency, and streamlined processes

Explore SBL Solutions

What Advisors Are Saying

“Advisors are busy. The last thing they need is to set a reminder to follow up on something that they were told they’d hear back on. I’ve never had to do that with Supernova.”
Joshua Baer · Financial Advisor, J3 Wealth Management

Deliver a Broad Suite of Client Liquidity Solutions

Equip advisors with a unified platform that simplifies credit workflows and enhances the client liquidity planning experience.

Access SBL, mortgage, HELOC, and business loans, and more from the advisor dashboard

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Seamlessly connect to a variety of lending partners for across different loan products, all within a single, unified advisor experience

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Elevate client experiences with faster approvals, greater transparency, and streamlined processes

Explore Lending Solutions

success with supernova

“When I first met with Supernova, one of the things I was most impressed with was the intense advisor focus. This product really allows advisors to be there for other clients when they need it, in a way that meets their needs, which are usually pretty time sensitive."
Kristen Kimmell · EVP, Business Development, Osaic

Streamline Operations With AI Document Automation

Reduce manual work and accelerate advisor workflows with AI-driven document extraction and analysis.

Automate document review with AI-driven extraction and analysis to reduce manual work

Generate clear summaries and surface key insights from complex financial documents

Improve accuracy and consistency across your firm with standardized data capture

Explore AI Document Solutions

Get with Supernova

See the platform in action

Connect with our team and see how leading institutions use Supernova to originate loans faster, manage collateral risk, and automate document workflows.

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