This is the 2nd part of a 3 part series about security-backed loans and lines of credit. In Part 1 we examined how security-backed loans could negatively impact an advisor’s AUM. In this part we will discuss why security-backed loans are not a one-size-fits-all solution for your clients. 

How do banks grow their deposits with higher-quality customers who are less likely to leave or be repriced upward? Sometimes the simplest solutions is the best.

Our CEO Snehal Fulzele had the opportunity to sit down with Seth Green on The RIA Podcast to discuss the importance of financing in providing holistic wealth advice and how UPTIQ's AI-based Financial Intelligence Platform helps advisors find the best solutions for their clients.