The modern wirehouse
for independents
Faster, cheaper and more flexible securities-backed lending
for you and your clients
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Transform the way you deliver financial solutions
Measured streamlines the lending process so you can focus on what matters
Minutes, not weeks
Approval in minutes, funds in days. Ditch the paperwork and tedious back-and-forth
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Flexible and collaborative
Seamless interoperability between advisor and client
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Zero friction
Custodian agnostic and can have you up and running in days with no technical integration
Best-in-class pricing
Market leading rates across the board
Expanded accessibility
Accessible to more of your clients. Line sizes as low as $10,000
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Clear insights
Information that can drive responsible borrowing. Preemptive notifications and collaborative cure periods
Better experience for each
use case
One automated platform to establish new lines or refinance preexisting lines
Unlock liquidity while retaining assets
Measured connects your clients with competitive rates, enabling them to borrow without selling assets or triggering tax events, starting at $10,000
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Save on existing loans
Capture meaningful savings in a matter of minutes with our automated refinance solution
FAQs
Measured offers a quick and seamless way for borrowers to access cash, allowing them to keep their investments where they are and avoid unnecessary capital gains tax events. We provide loans and refinancings with market-leading interest rates, with a streamlined platform to maximize efficiency in the borrowing process.
From onboarding to monitoring and servicing, Measured provides the end-to-end platform and retains the servicing of each loan. There are no intermediaries to deal with and the fully automated platform makes everything easy for the advisor.
You can find a full rate table on the product page of the website. We offer a standard rate table to our customers based on the amount they would like to borrow. All rates are variable and use a base rate of SOFR + a premium.
Getting started is easy and it costs nothing to partner with Measured. Just click on any of our “Join Us” buttons throughout our website to email our team. We will email you a guide on how to sign up!
Measured typically partners with banks and other lenders to originate loans. Once the loan is originated, it will continue to be serviced by Measured throughout the term of the loan. You will only ever work with Measured directly.
SBLOCs are a powerful lending solution but there are a few risks to be aware of:
- Adjustable Interest Rates: Our interest rates are variable, so if the base rate changes, your interest rate adjusts as well. In order to avoid excess interest charges, consider paying both interest and principal toward the loan balance each month.
- Market Drops: If at any time the value of the collateral falls below the minimum required to support the outstanding loan balance, Measured may request immediate payment of part or all of the outstanding obligations, or require additional cash to be deposited or securities to be pledged. This is what is called a maintenance call.
- We may sell some of your securities if you fail to remediate a call.
- We will work with advisors and the borrowers to get ahead of any maintenance call action required on your account. Measured seeks to avoid the liquidation of assets unless truly necessary.
- Account Restriction: Assets that have been pledged to your line of credit may not be removed from the account. You may trade one security into another (or into cash), but you will not be able to remove collateral from the restricted account without express approval from Measured. If you do trade within the account, your borrowing capacity may be reduced in line with Measured advance rates for the type of new security you are purchasing.
Still have questions?
Chat with Measured before partnering!
Partner with us
Measured is trusted by advisory firms managing $225B+ to provide streamlined lending solutions that retain clients and boost satisfaction. Whether you're a firm or an individual advisor, Measured is your solution.
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