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