EquiLend

EquiLend Onboard+

FASTER AND MORE SECURE COUNTERPARTY ONBOARDING USING ALD INDUSTRY PROTOCOLS

EquiLend Onboard+ is the only end-to-end solution for the onboarding of beneficial owners in securities lending programs. The tool combines a secure platform for the exchange of sensitive customer information with a configurable dashboard that provides advanced fund analytics and onboarding progress tracking.

  • Simplified connectivity and access by leveraging existing industry-standard ALD file protocols
  • Tailored workflow designed specifically for the securities lending market
  • Secure central repository, offering scalability and optimized data privacy of sensitive onboarding documents
  • Cross-function support for multiple teams to access and resolve tasks simultaneously

For Agent Lenders

For Borrowers

  • Streamlines the provision of beneficial owner information required by borrowers
  • Provides a secure channel for the exchange of sensitive information
  • Dramatically speeds up the time to market for new beneficial owners
  • Monitors the progress of onboarding by borrowers
  • Provides secure access to beneficial owner information required for onboarding
  • Access to a configurable dashboard providing anonymized portfolio analysis and tailored search functionality
  • Matching of borrowing needs to new supply
  • Prioritize new beneficial owners for onboarding at the click of a button

Leveraging EquiLend’s Ecosystem

    • Analytics powered by EquiLend’s Data & Analytics tools

    • Distribution of SSIs and collateral information

    • Bilateral relationship setup for NGT

    • Setup for RegTech solutions: SFTR, SEC 10c-1

    • Reduced costs for EquiLend ALD solution users

EquiLend Onboard+ will reduce the cost of onboarding, accelerate onboarding times and result in higher volumes of beneficial owner enablement.

Kevin McNulty

Head of RegTech Solutions
+44 (0) 203 023 8394

Emily_Web

Emily Hollyoake

Director, CRM
+44 (207) 426-4418