Enterprise Wealth Infrastructure for Modern Advisors
Through our strategic partnership with Broadridge, Fispoke delivers institutional-quality securities-backed lending capabilities to independent advisors. Together, we're helping firms expand their services with trusted infrastructure, streamlined workflows, and an exceptional client experience.
About
Overview
Broadridge is a global financial technology leader serving many of the world's largest financial institutions. Through its partnership with Fispoke, Broadridge provides the infrastructure supporting securities-backed lending, allowing independent advisors to offer sophisticated lending solutions that have traditionally been available only through large banks and wirehouses.
Together, Fispoke and Broadridge combine enterprise-grade technology with white-glove service, giving advisors a seamless way to incorporate lending into their wealth management practice while maintaining the trusted relationships they've built with their clients.
The Integration
Key Features
Institutional-grade lending technology designed to help advisors expand client services through one connected platform.
Wealth Technology
Enterprise Infrastructure
Digital Lending Workflows
Advisor Platform Integration
Scalable Technology
"Our partnership with Broadridge represents another step toward bringing institutional-quality private banking capabilities to independent advisors through one connected platform."
Bob Clare
Founder & CEO, Fispoke
Why We Partner
Expanding What's Possible for Independent Advisors
Broadridge brings enterprise-grade, securities-backed lending infrastructure to Fispoke, giving advisors access to institutional-quality financial solutions through a workflow that fits their existing technology and client relationships.
Institutional Capabilities
Broadridge brings enterprise-grade lending infrastructure to the Fispoke platform, helping advisors deliver sophisticated financial solutions typically reserved for larger institutions.
Trusted Partnership
Advisors gain access to securities-backed lending through a seamless workflow that complements their existing technology and client relationships.
Advisor Innovation
By combining Broadridge's wealth technology expertise with Fispoke's advisor-first service model, firms can confidently expand the value they deliver to clients.
FAQ
Frequently Asked [[Questions]]
Can't find what you're looking for? Our team is here to walk you through the platform end to end.
Broadridge is a global financial technology company that provides infrastructure and technology solutions to banks, broker-dealers, asset managers, and wealth management firms worldwide.
Broadridge provides the technology infrastructure supporting Fispoke's securities-backed lending solution. Together, the partnership enables independent advisors to offer institutional-quality lending through a seamless digital experience.
Securities-backed lending allows eligible clients to access liquidity by borrowing against qualifying investment portfolios without selling their investments. This can help clients meet financing needs while remaining invested in the market.
No. Fispoke is designed to complement your existing advisory practice. Advisors can access securities-backed lending without changing custodians or disrupting their current workflows.
Historically, sophisticated lending solutions have primarily been available through bank-affiliated wealth management firms. The Broadridge partnership helps bring those same institutional-quality capabilities to independent advisors, allowing them to offer a more complete private banking experience.
Clients gain convenient access to flexible lending solutions through the advisor they already know and trust. Advisors remain at the center of the relationship while Fispoke and Broadridge provide the technology and infrastructure behind the scenes.
Get Started
Simplify wealth management [[and banking today.]]
Book a 30-minute walkthrough. We'll show you the full platform, pricing structure, and your onboarding timeline.