Modern lending
at leading rates
Measured is a next generation, securities-backed lending platform that allows you to offer liquidity solutions to your clients in a digitally optimized manner at market leading rates
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Securities backed lending redefined
No more ancient, slow technology and over reliance on mediocre custodian- or competitor-provided solutions.
Approval in minutes
Flexible onboarding: advisor, operations team, or client-led
Lines of all sizes ($10k-$1M+)
Standard rates that are 100 bps cheaper1
Real-time monitoring & alerts to prevent liquidation
No paperwork. 100% digitally automated experience
Flexible repayment: interest-only or 1-5 years
Preserve AUM & avoid taxable events for clients
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The same great product optimized for refinances
Advisors can use Measured to refinance or establish new lines in minutes. SBLOC refinances are the most pressing issue for advisors, as rate increases have resulted in $150B+ of overpriced lines.
Automated payoff letter delivery
Auto-view client lines on Measured for better borrowing decisions.
Simple comparison tool to evaluate savings
2 minutes of work for meaningful savings
Special pricing on firm-wide refinance campaigns
Pricing
Measured updates the base rate on the first of the month using the rolling 30 day average of the Secured Overnight Financing Rate (SOFR)
FAQs
Onboarding is simple and you can have access to funds in a matter of days. You choose whether to pay interest only or principal and interest on a loan term that fits your needs. We will work directly with advisors on monitoring and maintenance to avoid liquidation of securities, making this an optimal solution for borrowing.
The only payments required are those with respect to interest and principal on the line of credit. The Measured Line does not have any origination or platform fees. Interest and principal payments are made on the line based on the terms of the loan configured.
During the Measured onboarding process, you will be required to select to repay on an interest-only or a principal and interest basis. If a payment is missed or if you choose to skip a payment, the accrued interest from the month will be capitalized into the principal balance owed on the loan, increasing the total amount needed to be paid off. When you miss or skip a payment, the total amount of interest you will pay over the life of the loan will increase as well. To limit the total amount of interest you will pay, we suggest you make regular monthly interest payments at the very least.
Measured provides intelligent advance rates based upon your client’s risk profile and the risk of their underlying portfolio. We optimize for risk while also providing adequate funds to meet you and your clients’ needs.
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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1 Compared to Schwab’s Pledged Asset Line rates as of February 2025