Focus Client Options
Money Control & Credit Systems.
The effectiveness of numerous, the power of 1.
Focus customer Solutions (FCS) has established a nationwide system of financial institutions and non-bank loan providers to be able to offer an aggressive selection of money and credit approaches to assist Focus lover corporations better provide their customers.
Today using the breadth and level of your nationwide community of finance companies and non-bank lenders, the FCS system provides use of outstanding money administration and financing solutions which permit you to contend with personal finance companies and wirehouses.
Client Portfolio Cash (CPC)
Our Client Portfolio money (CPC), a cash that is proprietary answer, is made for Focus Financial Partners and its particular companion organizations. Based on a 2019 Capgemini Insights survey, HNW individuals’ money balances in Q1 2019 represented their solitary position that is largest. Advisors can work out trading authority over client cash.
CPC provides several value-added cash management benefits to your clients including:
- Competitive prices on cash balances within financial financial financial investment profiles
- FDIC insurance policy all the way to $30 million per split taxation ID on money in the system (securities and cash held in securities records are perhaps not FDIC insured)
- Next liquidity on all cash in the account day
- No minimal balances needed
- Designed for individual, trust, company and a lot of retirement reports
FICA for Advisors Outside Cash System
Operating closely along with StoneCastle money Management, a prominent supplier of deposit and exchangeability solutions, we offer FICA ® For Advisors being a resource that is immediate entice held-away money and possibly decrease marketplace, credit, main, and liquidity threat on the consumers’ cash balances.
FICA ® For Advisors could be a appealing selection for high web worth people, trusts and companies, and all consumers just who participate may have their particular deposits allotted to significantly more than 800 banks that directly fund the development of neighborhood communities throughout The united states.
Advantages for the consumers:
- Competitive prices in comparison to numerous product that is competing
- Provides up to $100 million of FDIC insurance policy per income income tax ID
- A fluid selection for customer cash balances
- Avoids risks of uninsured cash resources and bank that is uninsured
- Simple account starting knowledge
- Customers can link their particular FICA account to virtually any lender investment or account account
FICA ® For Advisors is eligible for usage with money away from pension reports.
Advantages when it comes to advisor:
- Catches held-away money
- Offers a socially accountable choice for socially aware consumers
- Helps entice assets that are new reports, and high high quality recommendations
- Integrates with significant portfolio/data aggregator systems
- StoneCastle features significantly more than 10 years of institutional money knowledge this is certainly available nowadays for your requirements and every of one’s customers
FCS Credit Systems
Through FCS, consumers gain access to a network that is extensive of and financing establishments along with assistance and advocacy in delivering desired effects. This concierge solution is founded on a dedication to comprehending different and needs that are often unique. Through the FCS system, you can easily offer access to expertise to your clients in a diverse array of private, company and collateralized borrowing, in addition to assistance along with other solutions to assist fulfill their particular economic requirements.
Credit Possibilities Include:
- Securities-Backed personal lines of credit (SBLOC) – fixed and rate that is floating
- Commercial lending – working capital lines, purchase and growth term loans
- Out out Lines guaranteed by personal and alternate resources
- Aircraft and watercraft acquisition and refinancing
- Specialty lending for art and memorabilia
- Domestic mortgages
- Commercial and bridge that is multifamily permanent loans
- Ideas into both edges of this customers’ stability sheet
- Chance to deepen customer connections, including their particular company and operations that are commercial requirements
- Usage of more loan providers to push much better results