Start high.Stay safe.More revenue from day one.
The intelligence layer for lombard and margin lending.
Trading fees race to zero.Lending doesn't.
Investing has gone digital and mass-market, and the industry is competing the only way it knows how - on transaction price. Lending against your clients' portfolios breaks out of that race. It's stable, recurring revenue secured by liquid collateral - not another fee to undercut. Your clients borrow cheaply without selling a position, so they stay invested, and every relationship gets deeper instead of cheaper.
Every loan starts withpredictive precision.
Our cutting-edge origination logic stress-tests portfolios against 20 years of market data before a single dollar is lent.
Precision LTV Engine
Instant Origination
Built-in Risk Buffer
Revenue Optimization
Watching every portfolio,all the time.
Continuous monitoring ensures every loan stays above water. When risk emerges, you get advanced warning - not an autopsy.
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Live LTV Snapshots
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Portfolio Status Alerts
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Margin Call Notification
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Full Book Dashboard
Get alertsbefore a margin call.
finlogiq.ai detects shifting market conditions days before they hit portfolios - giving lenders time to adjust exposure and reach out to borrowers early, turning a forced margin call into an elegant solution.
Backtested againstevery crisis since the GFC.
Every portfolio is stress-tested against 20 years of real market data - from GFC through COVID - applied to today's asset composition.
Global Financial Crisis
Flash Crash / Greece
Euro Crisis / US Downgrade
Taper Tantrum
Energy / China 2015
Volmageddon
Q4 2018 Selloff
COVID-19 Crash
Tech Selloff / Election 2020
Ukraine / Rate Shock
Rate Shock / Tightening Cycle
2022 Equity Bottom
SVB / Regional Bank Crisis
Treasury Tantrum 2023
Yen Carry Trade Unwind
Liberation Day / Tariffs
Global Financial Crisis
Flash Crash / Greece
Euro Crisis / US Downgrade
Taper Tantrum
Energy / China 2015
Volmageddon
Q4 2018 Selloff
COVID-19 Crash
Tech Selloff / Election 2020
Ukraine / Rate Shock
Rate Shock / Tightening Cycle
2022 Equity Bottom
SVB / Regional Bank Crisis
Treasury Tantrum 2023
Yen Carry Trade Unwind
Liberation Day / Tariffs
Our execution,your rules.
Define how much autonomy our agent has when reaching out to at-risk borrowers. From silent Salesforce flags to fully autonomous outreach - you set the boundaries.
When LTV drift triggers our threshold, the agent drafts a personalised outreach in your CRM. Your account manager reviews, edits if needed, and clicks send.
A personalised note from their account manager - drafted by the agent, signed off by a human, delivered through their preferred channel.
Whichever level you choose, the trail lands in Salesforce. Every risk flag, draft and sent message is written to the borrower's Contact as a timestamped activity - so your account managers stay in the CRM they already live in, and can trigger outreach without leaving it.
Find yourbest potential borrowers.
We find your best leads for you by surfacing the investors with the strongest fit for securities-backed lending.
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Portfolio Scanning
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Multi-Factor Rating
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Lead Prioritization
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Conversion Intelligence
Add lending intelligenceto your business.
Whether you already lend or you've never originated a loan, we plug into your existing book and turn portfolios into a risk-managed revenue line.
- LTV Origination Engine
- Real-Time Portfolio Monitoring
- Crisis Backtesting
- Autonomous Investor Communication
- Lead Discovery & Rating
- Investment Banks
- Credit Providers
- Brokerages
- Wealth Management Firms