Expand Your Clients' Borrowing Power
Provide your clients an alternative to high-rate loans and credit cards with securities-based lending through LoanAdvance.
LoanAdvance is a securities-based lending tool that offers your clients access to a line of credit at competitive interest rates for most personal, consumer, or business needs. Your clients can pledge a broad range of eligible assets as collateral from all managed accounts, including those assets held with thirdparty money managers. This leverages their combined value while keeping the investment strategy firmly on track.