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 CRM 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.
Find yourbest potential borrowers.
We find your best leads for you by surfacing the investors with the strongest fit for securities-backed lending.
- 01
Portfolio Scanning
- 02
Multi-Factor Rating
- 03
Lead Prioritization
- 04
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