It's been roughly a week since TIAA Wealth Management announced a partnership adding a securities-backed line of credit to the services it offers. And according to one of its leaders, that move ...
Partnership provides IntraFi's 3,000 network members access to Broadridge's best-in-class SBL technology and participation in its Wealth Lending Network NEW YORK, Dec. 8, 2022 /PRNewswire/ -- Amid an ...
Financial advisors using Morningstar Advisor Workstation will now have access to the securities-based lending tools from Broadridge Financial’s Wealth Lending Network marketplace. The newly announced ...
Patent covers Broadridge systems that help advisors hyper-target SBL borrowers, deepen client relationships and reduce attrition NEW YORK, June 20, 2023 /PRNewswire/ -- The machine learning technology ...
NEW YORK, Aug. 6, 2025 /PRNewswire/ -- Broadridge Financial Solutions, Inc. (NYSE: BR), a global Fintech leader, today announced a new strategic partnership and minority investment in Uptiq, an AI ...
The collaboration enables independent advisors to deliver holistic advisory services across the full balance sheet with integrated SBL capabilities to see the borrowing power for portfolios. The ...
This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. Integrating Uptiq’s technology into Broadridge’s Wealth Lending Network ...
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