A win for your clients, advisors, and your firm.
FundNovaSoft powers broker dealers with end-to-end digital lending technology that modernizes client experiences, empowers advisors, and drives measurable business growth.
Broker Dealer Solution
Everything you need to launch or scale your SBL business
Whether you have an existing securities-based lending business or want to start from scratch, FundNovaSoft has a solution for you. We provide digital wealth management lending software and world-class services that enable access to better liquidity solutions.
We connect you with ready funding partners, educate your advisors, and facilitate streamlined and digitized customer experiences.
- End-to-end digital origination platform
- Ready funding partner network — no sourcing required
- Advisor training, education & enablement tools
- White-labeled client experience
- Real-time collateral monitoring & risk alerts
Key Benefits
Why broker dealers choose FundNovaSoft
Faster Origination
Reduce loan origination from weeks to hours — in some fully integrated cases, under one hour — dramatically improving client satisfaction and advisor productivity.
Deeper Client Relationships
Equip advisors to become personal CFOs for their clients by addressing both sides of the balance sheet, building lasting, meaningful relationships.
Increased Conversion
Our intuitive, digital-first application experience reduces drop-off rates and increases completion rates — turning more prospects into funded clients.
Risk Management
Robust, real-time collateral monitoring with automated alerts enables advisors to stay ahead of collateral calls and protect both client and firm interests.
Seamless Integration
Our platform integrates with major custodians, CRMs, and back-office systems — enabling a truly connected technology ecosystem with minimal disruption.
Cost Efficiency
Replace paper-heavy manual processes with an all-digital workflow, reducing operational cost per loan while simultaneously scaling capacity.
How It Works
Three steps to transform your lending business
Connect & Configure
Onboard your firm with our dedicated implementation team. Integrate with your existing custodians and CRM, and customize the platform to match your brand and workflows.
Enable Your Advisors
Access our library of training materials, sales tools, and educational content. Certify advisors quickly with our structured onboarding program designed specifically for SBL.
Originate & Grow
Launch your SBL program with confidence. Track performance in real time, monitor collateral, and grow your loan book with support from our expert client success team.
“FundNovaSoft transformed how we approach client conversations. Our advisors now confidently discuss lending as part of a holistic wealth plan, and our loan book has grown 3x in 18 months.”
Ready to build your SBL program?
Join hundreds of broker dealers already using FundNovaSoft to grow their lending business.
Request a Demo