Lending Solutions  

In today's rapidly evolving market, investment professionals like you realize that liability management provides a holistic view of your clients' finances. Analyzing both sides of a client's balance sheet enables you to recommend investment and cash management strategies that a one-dimensional review might not have suggested. By implementing effective borrowing strategies, you can help your clients minimize taxes, improve cash flow, avoid liquidating securities, reduce high-cost debt, diversify their portfolios, and make the most of investment opportunities.

Lending Solutions provides you with additional resources to deepen client relationships and handle more of your clients' finances-and most importantly, grow your business.

• CreditAdvance^®: A margin lending product your clients can leverage to manage the growth of their portfolio and solve liquidity needs. This product is typically used to purchase additional securities.

 

• LoanAdvance^®: A securities-based lending tool designed to meet your clients personal, consumer, and business needs.

 

• RealAdvance^TM: An online mortgage origination service, available via the NetExchange platform that makes a variety of mortgages available to your clients at competitive rates.

 

• Fully Paid Securities Lending: Provide high-net-worth clients with fully paid positions in their cash accounts the ability to loan those securities to Pershing to generate an additional revenue stream for their portfolio.