Focus Client Systems
Money Control & Credit Options.
The potency of numerous, the energy of just one.
Focus Client Solutions (FCS) has generated a nationwide community of banking institutions and non-bank loan providers so that you can offer an aggressive assortment of money and credit answers to help Focus lover companies better provide their customers.
Today utilizing the breadth and level of your nationwide community of finance companies and non-bank loan providers, the FCS system provides accessibility outstanding money administration and financing solutions which enable you to take on exclusive finance companies and wirehouses.
Client Portfolio Cash (CPC)
Our Client Portfolio money (CPC), a proprietary money administration answer, is made for Focus Financial Partners and its particular lover businesses. In accordance with a 2019 Capgemini Insights review, HNW individuals’ money balances in Q1 2019 represented their solitary position that is largest. Advisors can work out trading expert over client money.
CPC can offer several value-added cash management benefits to your clients including:
- Competitive rates on money balances within financial financial investment profiles
- FDIC insurance policy as much as $30 million per individual income tax ID on money in the system (securities and cash held in securities accounts are maybe maybe not FDIC insured)
- Next liquidity on all cash in the account day
- No minimal balances required
- Designed for individual, trust, company & most pension records
FICA for Advisors Outside Cash System
Performing closely along with StoneCastle money Management, a number one supplier of deposit and exchangeability solutions, we offer FICA ® For Advisors being a resource that is immediate entice held-away money and potentially lower marketplace, credit, main, and exchangeability danger on your own consumers’ cash balances.
FICA ® For Advisors could be an option that is attractive high web worth people, trusts and companies, and all customers which participate may have their particular deposits assigned to significantly more than 800 banks that directly fund the development of neighborhood communities throughout The More Bonuses united states.
Advantages for the customers:
- Competitive prices when compared with numerous competing item offerings
- Provides up to $100 million of FDIC insurance policy per income tax ID
- A fluid selection for customer money balances
- Avoids dangers of uninsured cash resources and bank that is uninsured
- Simple account experience that is opening
- Consumers can link their particular FICA account to virtually any bank account or financial investment account
FICA ® For Advisors is qualified to receive usage with money away from pension records.
Advantages when it comes to consultant:
- Catches held-away money
- Supplies a socially accountable choice for socially aware consumers
- Helps entice new possessions, reports, and high quality recommendations
- Integrates with significant portfolio/data aggregator systems
- StoneCastle features significantly more than a ten years of institutional money knowledge this is certainly available nowadays for your requirements and every of the consumers
FCS Credit Options
Through FCS, consumers gain access to a network that is extensive of and financing establishments in addition to assistance and advocacy in delivering desired results. This concierge solution will be based upon a dedication to comprehending various and needs that are often unique. Through the FCS community, it is possible to offer your customers with use of expertise in an extensive selection of individual, company and collateralized borrowing from the bank, also guidance along with other solutions to aid satisfy their particular monetary requirements.
Credit Possibilities Include:
- Securities-Backed personal lines of credit (SBLOC) – fixed and rate that is floating
- Commercial lending – working-capital lines, purchase and development term loans
- Out out Lines guaranteed by exclusive and funds that are alternative
- Aircraft and watercraft acquisition and refinancing
- Specialty lending for art and memorabilia
- Domestic mortgages
- Commercial and bridge that is multifamily permanent financial loans
- Ideas into both relative edges of this consumers’ stability sheet
- Chance to deepen customer connections, including their particular company and operations that are commercial requirements
- Use of more loan providers to push much much better effects