VolansEnquire

For wealth platforms & institutions

Your platform. Lending included.

Add portfolio secured lending to your client offering, whether you run a wrap, an IDPS, a digital investment platform, an online broker or a bank-backed wealth business. Volans brings the credit assessment, funding and monitoring. Together, we shape the experience around your platform.

Explore an integration

Available to wholesale clients only, as defined in the Corporations Act 2001 (Cth). Not available to retail clients.

The cost of not offering liquidity

Lending keeps assets on the platform.

Every time a client sells to raise cash, funds leave the platform. Every time a client borrows from a bank against assets held with you, the bank gets the relationship and the next product. A lending capability inside the platform closes both doors.

With Volans embedded, the client borrows against the portfolio without moving it, the adviser keeps the conversation, and the platform keeps the assets and the activity. Glide Digital Pty Ltd, trading as Volans, is the lender of record and carries the credit, funding and monitoring; the experience is yours.

No separate app. The facility lives inside your platform: application, drawdown and monitoring in the environment the client and adviser already use.

Extend the client relationship

A client needs funding. A reason to stay connected.

A client’s need for cash creates a new conversation. Give eligible wholesale clients a way to explore borrowing against their portfolio, alongside the option of selling investments.

Facility availability, custody arrangements and the client experience are agreed for your channel. A lending capability should fit your operating model.

Clear responsibilities

You know your platform. We know portfolio credit.

The client experience

Agree how clients discover lending, enquire, apply and see their facility within your existing journey.

The lending operation

Volans manages credit assessment, facility documentation, funding and ongoing portfolio monitoring.

The connection

Scope eligibility data, facility reporting, custody arrangements and responsibilities before integration.

Start with a defined pilot

From conversation to capability.

01

Define the opportunity

Client segment, portfolio mix, funding needs and existing infrastructure.

02

Agree the model

Commercial terms, data flows, custody, security and service responsibilities.

03

Pilot then expand

Validate the client and operating experience with an agreed initial scope.

For institutions

Structured programs and distribution partnerships.

Banks, online brokers, clearing and settlement providers, custodians and institutional wealth businesses can offer portfolio secured lending on Volans’ credit and monitoring infrastructure, under their own brand or alongside it.

For brokers and clearers, the collateral is already on your books: a facility can be offered to self-directed wholesale clients against the holdings they trade with you, with eligibility, margining and monitoring handled by Volans.Program structure, funding arrangements, data flows and reporting are agreed to fit your balance sheet position and operating model. Glide Digital Pty Ltd, trading as Volans, is the lender of record, or supports a program you fund.

Discuss an institutional program

Let’s build the connection

What could lending add to your platform?

The capability behind the possibilities

Built around the portfolio.

27,000+ securities. 60 markets.

Instrument-level eligibility and portfolio monitoring through Volans’ proprietary technology.

Explore the technology

Institutional funding. Multi-currency capability.

Committed institutional facilities support the lending operation.

How a facility works