Focus Client Possibilities
Money Control & Credit Options.
The potency of numerous, the energy of just one.
Focus customer Solutions (FCS) has generated a nationwide community of financial institutions and non-bank loan providers in order to supply an aggressive variety of money and credit methods to help Focus companion corporations better provide their customers.
Today utilizing the breadth and level of your nationwide community of financial institutions and non-bank loan providers, the FCS system provides usage of cash that is outstanding and lending solutions which permit you to take on personal financial institutions and wirehouses.
Client Portfolio Cash (CPC)
Our Client Portfolio money (CPC), a proprietary money administration answer, was made for Focus Financial Partners and its particular lover corporations. Based on a 2019 Capgemini Insights study, HNW individuals’ money balances in Q1 2019 represented their solitary biggest place. Advisors can exercise trading expert over client money.
CPC provides several value-added cash management benefits to your clients including:
- Competitive prices on money balances within financial investment profiles
- FDIC insurance policy as much as $30 million per split taxation ID on profit the scheduled program(securities and cash held in securities records are maybe not FDIC insured)
- Next time exchangeability on all money in the account
- No minimal balances needed
- Readily available for individual, trust, company and a lot of pension records
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 potentially decrease marketplace, credit, major, and exchangeability risk on your own consumers’ cash balances.
FICA ® For Advisors is an option that is attractive large web worth people, trusts and companies, and all sorts of consumers which participate payday loans Washington could have their particular deposits allotted 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 competing item offerings
- Provides up to $100 million of FDIC insurance policy per income tax ID
- A fluid selection for customer cash balances
- Avoids risks of uninsured money resources and uninsured lender balances
- Simple account experience that is opening
- Customers can connect their particular FICA account to your lender investment or account account
FICA ® For Advisors is qualified to receive usage with money away from your retirement records.
Advantages when it comes to consultant:
- Catches held-away money
- Supplies a socially accountable choice for socially aware customers
- Helps attract assets that are new reports, and high quality recommendations
- Integrates with major portfolio/data aggregator systems
- StoneCastle has a lot more than 10 years of institutional money knowledge this is certainly available nowadays for you and every of the customers
FCS Credit Systems
Through FCS, customers gain access to a network that is extensive of and financing organizations in addition to assistance and advocacy in delivering desired effects. This concierge solution will be based upon a consignment to comprehending numerous and frequently special requirements. Through the FCS system, you are able to offer access to expertise to your clients in a diverse selection of private, company and collateralized borrowing from the bank, along with assistance along with other solutions to greatly help satisfy their monetary requirements.
Credit Possibilities Include:
- Securities-Backed Lines of Credit (SBLOC) – fixed and drifting rate choices
- Commercial lending – working capital lines, purchase and growth term financial loans
- Lines guaranteed by personal and alternate resources
- Aircraft and watercraft refinancing and purchase
- Specialty lending for art and collectibles
- Residential mortgages
- Commercial and multifamily connection and permanent financial financial loans
- Ideas into both edges of this customers’ stability sheet
- Possibility to deepen customer interactions, including their particular company and operations that are commercial requirements
- Use of more loan providers to push much much better effects