The Measured Line –

Modern liquidity solutions at market leading rates.

The Measured Line of Credit is a next generation, securities-backed lending platform that allows you to offer liquidity solutions to your clients in a digitally optimized manner at market leading rates. With Measured, you can offer clients instant and ongoing approval to a portfolio-backed line of credit to meet any of their liquidity needs, preventing the unnecessary exodus of assets from your advisory relationship. There’s nothing better than being the reason your clients achieve a major life milestone they thought was out of reach.

Best of all, you can bring them access to these key moments in a streamlined manner with minimal operational burden for you and your team. Our best-in-class product experience and industry leading rates offer a tremendous opportunity to delight your clients as they face new liquidity needs or seek refinancing of existing credit lines, instantly putting money back in their pockets.

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Product Overview

Measured Line features

  • Automated client underwriting
  • Instant approval and same-day fund disbursement
  • 70-95% advance rate depending on the pledged assets
  • Customizable loan terms: no monthly payments, interest only payments or installment terms (1-10 years)
  • Line sizes as low as $10,000
  • Industry-leading interest rates
RIA Benefits

Keep assets invested and under your management

  • Improve client retention & strengthen client relationships through next generation borrowing solutions
  • Digitally optimized process eliminates the need for unnecessary operational headaches for you, your clients and your team
  • Access to industry-leading rates, tools and advice typically reserved for only private banking clients
  • Refinance existing lines to instantly put money back in your clients’ pockets
  • End-to-end program management, including: funding, risk management, client onboarding and operational support
Customer Benefits

Stay invested while accessing liquidity for major life moments

  • Industry-leading interest rates
  • Instant approval with same-day funding available
  • Intelligent advance rates based upon your client’s risk profile and the risk of their portfolio
  • Integrated advisory tools encourage responsible borrowing and continued asset generation
  • Avoid unnecessary capital gains tax events
  • Sleeker, cheaper and more efficient than all other market solutions

Use cases

The Measured Line offers simple, efficient leverage1. No matter the time or circumstance, your clients will be able to borrow with ease and comfort. Some of our most popular use cases include:

1Funds can not be used for the purchase of additional securities in an investment account.

Home projects
Measured
6.75%
Personal Loan
21.30%
HELOC
9.10%
Credit Card
20.70%
Travel
Measured
6.75%
Personal Loan
21.30%
HELOC
9.10%
Credit Card
20.70%
Home purchases
Measured
6.75%
Mortgage
7.30%
Sell assets
15-37%
New cars
Measured
6.75%
Auto Loan
7.40%
Personal Loan
21.30%
HELOC
9.10%
Weddings
Measured
6.75%
Personal Loan
21.30%
HELOC
9.10%
Credit Card
20.70%