Securities Based Lending for Advisors for Salesforce AppExchange
Securities Based Lending for Advisors is the #205 ranked agent productivity app on Salesforce, as a paid app, as of Sep 12, 2026.
Securities Based Lending for Advisors is a Salesforce AppExchange app by Broadridge Financial Solutions, Inc..
AppRanks data: Securities Based Lending for Advisors ranks #205 in Agent Productivity on Salesforce AppExchange, placing it in the top 67% of that category.
AppRanks verdict
Generated from live marketplace data — refreshed daily
Securities Based Lending for Advisors is a newly-listed Salesforce app with a limited review volume. It is listed in the Agent Productivity category on Salesforce AppExchange, which AppRanks treats as the canonical taxonomy node for ranking and competitor comparison. no published reviews yet means feature claims are unverified by the wider merchant base. Without a published review base, the only fit-signal available is the developer's own documentation plus the marketplace's listing-quality audit (linked below). Paid-only pricing means evaluating fit on the marketplace listing or via the developer's documentation before installing. AppRanks tracks rating, review count, pricing tier, and category position daily — the figures on this page reflect the most recent scrape from the canonical Salesforce AppExchange listing.
Pros
- +Published by Broadridge Financial Solutions, Inc. — established developer track record
Cons
- −No public reviews yet — fit and reliability are unverified
- −Paid-only pricing (paid) — evaluation requires committing payment details
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About Securities Based Lending for Advisors
How Securities Based Lending for Advisors works
Broadridge's patented machine-learning technology helps advisors hyper-target SBL borrowers, deepen client relationships and reduce attrition.
Key features
- Accelerate SBL prospecting with AI-based hyper-targeting capabilities
- Monitor SBL loan levels to manage risk more effectively
- Initiate origination process directly from Salesforce
Category rankings
As of Sep 12, 2026- Agent Productivity#205of 308Top 67%
- Sales Intelligence#298of 366Top 82%
- Customer Service#1026of 1,137Top 91%
- Sales#1360of 1,766Top 78%
See 90-day rank history for each category
Track daily rank changes, category shifts, and position volatility.
Competitors & alternatives
Securities Based Lending for Advisors doesn't have curated competitor matchups yet. Other tracked agent productivity apps on Salesforce:
Frequently asked questions
What is Securities Based Lending for Advisors?
Securities Based Lending for Advisors is an app for Salesforce. It is published on Salesforce AppExchange and tracked by AppRanks, and it has been listed on the marketplace since 2023. It is listed under the Agent Productivity category on AppRanks, where you can see its current category position, review-velocity trend, and how it compares against the top alternatives in the same space. Developed by Broadridge Financial Solutions, Inc.
Is Securities Based Lending for Advisors free?
Securities Based Lending for Advisors does not offer a permanent free plan on Salesforce. Pricing starts at 250, and the listed tiers are Advisor Pricing. Trial availability and exact billing terms are mirrored from the live Salesforce listing and may change between refresh cycles, so always confirm the headline price on the source marketplace before installing.
Who uses Securities Based Lending for Advisors?
Securities Based Lending for Advisors is actively installed across Salesforce stores tracked by AppRanks. Its review base is still building, which usually maps to early-stage merchants and stores piloting a new workflow. It is part of the Agent Productivity category on Salesforce.
Where does Securities Based Lending for Advisors rank on Salesforce?
Securities Based Lending for Advisors currently sits at position #205 in the Agent Productivity category on Salesforce. That places it in the top 67% of 308 apps tracked in the same category. Category positions are read from the live marketplace ranking and refresh on each scrape, so the number you see here reflects the most recent crawl rather than a long-running average.
What does Securities Based Lending for Advisors integrate with?
Securities Based Lending for Advisors lists 3 integrations on its Salesforce marketplace page. The most prominent are Sales Cloud, Financial Services Cloud, Sales Cloud. Integration data is mirrored from the live Salesforce listing on each refresh, so the set above tracks whatever the developer has currently published — it does not reflect deeper compatibility AppRanks has not been able to verify from public data.