Preserve Portfolios- Liquidity Without Liquidation

Help your clients stay invested, without forced redemptions.

Fully Digital.
Truly Secure.

Choose the stocks, mutual funds, or bonds you want to pledge. Your assets stay intact — just digitally marked.

A New Way to Serve. A New Way to Scale

Expand your offering with investment-friendly loans and build long-term relationships.

Support That Understands Your Business

From onboarding to unpledge, we’re with you at every turn.