Created a nationwide community of banking institutions and non-bank loan providers

Created a nationwide community of banking institutions and non-bank loan providers

Focus Client Systems

Money Control & Credit Options.

The effectiveness of numerous, the energy of just one.

Focus customer Solutions (FCS) has established a network that is national of and non-bank lenders to be able to supply an aggressive variety of money and credit approaches to assist Focus companion corporations better provide their customers.

Today utilizing the breadth and level of your nationwide system of banking institutions and non-bank loan providers, the FCS system provides use of cash that is outstanding and lending solutions which enable you to contend with personal financial institutions and wirehouses.

Our Solutions

Client Portfolio Cash (CPC)

Our Client Portfolio money (CPC), a cash that is proprietary option, is made for Focus Financial Partners and its own partner businesses. In accordance with a 2019 Capgemini Insights review, HNW individuals’ money balances in Q1 2019 represented their solitary biggest position. Advisors can work out trading expert over client money.

CPC can offer several value-added cash management benefits to your clients including:

  • Competitive prices on money balances within financial financial investment profiles
  • FDIC insurance plan as high as $30 million per individual income tax ID on money in the system (securities and cash held in securities records are maybe perhaps not FDIC insured)
  • Next time exchangeability on all money in the account
  • No minimal balances needed
  • Designed for individual, trust, business & most your retirement reports

FICA for Advisors Outside Cash System

Operating closely as well as StoneCastle money Management, a number one supplier of deposit and exchangeability solutions, we offer FICA ® For Advisors as a instant resource to entice held-away money and possibly lower marketplace, credit, principal, and liquidity threat on your own customers’ cash balances.

FICA ® For Advisors may be a attractive choice for large web worth people, trusts and organizations, and all sorts of customers just who participate may have their particular deposits assigned to significantly more than 800 banks that directly fund the development of neighborhood communities throughout America.

Advantages for the consumers:

  • Competitive prices compared to numerous competing item offerings
  • Provides up to $100 million of FDIC insurance plan per income 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
  • Customers can connect their particular FICA account to virtually any lender account or financial investment account

FICA ® For Advisors is qualified to receive use with cash away from your retirement reports.

Advantages when it comes to consultant:

  • Captures cash that is held-away
  • Provides a socially accountable choice for socially mindful consumers
  • Helps entice brand-new assets, accounts, and high high quality referrals
  • Integrates with significant portfolio/data aggregator systems
  • StoneCastle features significantly more than 10 years of institutional money knowledge this is certainly available these days to you personally and each of one’s customers

FCS Credit Systems

Through FCS, consumers gain access to a substantial network of banking and financing organizations along with guidance and advocacy in delivering desired results. This concierge solution is dependent on a consignment to comprehending different and usually special requirements. Through the FCS system, you can easily supply your customers with usage of expertise in a diverse selection of individual, company and collateralized borrowing from tick this link here now the bank, in addition to assistance along with other solutions to aid fulfill 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 growth term financial financial loans
  • Out out out Lines secured by exclusive and alternate resources
  • Aircraft and watercraft refinancing and purchase
  • Specialty lending for art and memorabilia
  • Domestic mortgages
  • Commercial and multifamily connection and permanent financial financial loans

Advantages Include:

  • Ideas into both sides of this consumers’ stability sheet
  • Chance to deepen customer interactions, including their particular company and commercial businesses and requirements
  • Usage of more loan providers to push much much better effects

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