Focus Client Options
Cash Control & Credit Options.
The effectiveness of numerous, the charged energy of 1.
Focus customer Solutions (FCS) has generated a nationwide community of finance companies and non-bank lenders to be able to offer a competitive assortment of cash and credit approaches to assist Focus companion companies better provide their customers.
Today aided by the breadth and level of your national community of finance companies and non-bank lenders, the FCS system provides accessibility cash that is outstanding and financing solutions which enable you to contend with personal finance companies and wirehouses.
Our Solutions
Client Portfolio Cash (CPC)
Our Client Portfolio money (CPC), a proprietary cash administration option, is made for Focus Financial Partners and its particular lover businesses. Based on a 2019 Capgemini Insights review, HNW individuals’ money balances in Q1 2019 represented their single biggest place. Advisors can work out trading expert over customer money.
CPC can offer several value-added cash management benefits to your clients including:
- Competitive prices on money balances within investment profiles
- FDIC insurance policy as much as $30 million per individual income tax ID on money in the scheduled program(securities and cash held in securities records are perhaps maybe maybe not FDIC insured)
- Next time liquidity on all profit the ND installment loans account
- No minimal balances needed
- Designed for individual, trust, company & most pension reports
FICA for Advisors Outside Cash System
Performing closely as well as StoneCastle money Management, a respected supplier of deposit and exchangeability solutions, we offer FICA ® For Advisors being a instant resource to entice held-away money and possibly lower marketplace, credit, main, and liquidity danger on your own customers’ cash balances.
FICA ® For Advisors may be an option that is attractive large web worth people, trusts and companies, and all sorts of customers which participate has their particular deposits assigned to a lot more than 800 banks that directly fund the development of regional communities throughout The united states.
Advantages for the customers:
- Competitive prices when compared with numerous product that is competing
- Provides up to $100 million of FDIC coverage per income income tax ID
- A fluid selection for client money balances
- Avoids dangers of uninsured cash resources and uninsured lender balances
- Simple account experience that is opening
- Consumers can connect their particular FICA account to virtually any lender account or financial investment account
FICA ® For Advisors is qualified to receive usage with cash away from pension records.
Advantages when it comes to consultant:
- Catches cash that is held-away
- Supplies a socially accountable choice for socially aware consumers
- Helps entice brand-new possessions, accounts, and 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 you and every of the clients
FCS Credit Options
Through FCS, customers gain access to a network that is extensive of and financing organizations also assistance and advocacy in delivering desired results. This concierge solution is dependent on a commitment to comprehending various and frequently special requirements. Through the FCS community, you are able to supply access to expertise to your clients in an extensive array of individual, company and collateralized borrowing from the bank, in addition to guidance along with other solutions to simply help fulfill their particular monetary requirements.
Credit Possibilities Include:
- Securities-Backed personal lines of credit (SBLOC) – fixed and drifting price choices
- Commercial lending – working-capital lines, acquisition and growth term financial financial loans
- Out out Lines guaranteed by personal and funds that are alternative
- Aircraft and watercraft refinancing and purchase
- Specialty lending for art and memorabilia
- Domestic mortgages
- Commercial and multifamily connection and permanent financial loans
Advantages Include:
- Ideas into both edges regarding the customers’ stability sheet
- Chance to deepen customer interactions, including their particular company and operations that are commercial requirements
- Access to more lenders to push much better results