Focus Client Systems

Money Control & Credit Possibilities.

The effectiveness of numerous, the energy of just one.

Focus customer Solutions (FCS) has established a network that is national of and non-bank loan providers so that you can offer an aggressive assortment of money and credit methods to assist Focus companion corporations better provide their customers.

Today because of the breadth and depth of your nationwide community of banking institutions and non-bank loan providers, the FCS system provides usage of outstanding money administration and financing solutions which enable you to take https://installmentloansgroup.com/installment-loans-ok/ on personal banking 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 particular companion organizations. 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 authority over customer money.

CPC can offer your customers with a few value-added money administration advantages including:

• Competitive prices on money balances within financial financial investment profiles
• FDIC insurance policy all the way to $30 million per individual taxation ID on profit the scheduled program(securities and cash held in securities records are maybe maybe not FDIC insured)
• Next time liquidity on all money in the account
• No minimal balances needed
• Readily available for individual, trust, company & most your retirement records

FICA for Advisors Outside Cash System

Operating closely along with StoneCastle money Management, a number one provider 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 exchangeability danger in your clients’ cash balances.

FICA ® For Advisors may be a appealing selection for large web worth people, trusts and organizations, and all sorts of consumers just who participate may have their particular deposits allotted to over 800 banks that directly fund the development of regional communities throughout The united states.

Advantages for your consumers:

• Competitive prices in comparison to numerous competing product offerings
• Provides up to $100 million of FDIC insurance plan per tax ID
• A fluid selection for customer money balances
• Avoids dangers of uninsured cash resources and uninsured lender balances
• Simple account experience that is opening
• Customers can connect their particular FICA account to virtually any 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 consumers
• Helps entice assets that are new reports, and high quality referrals
• Integrates with significant portfolio/data aggregator systems
• StoneCastle features a lot more than 10 years of institutional money knowledge this is certainly available nowadays for you and every of one’s consumers

FCS Credit Systems

Through FCS, customers get access to a network that is extensive of and financing organizations in addition to assistance and advocacy in delivering desired results. This concierge solution is dependent on a dedication to comprehending numerous and needs that are often unique. Through the FCS community, you can easily offer access to expertise to your clients in a diverse array of private, company and collateralized borrowing from the bank, along with guidance along with other services 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 financial loans
• Out out Lines guaranteed by exclusive and alternative 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 relative edges for the consumers’ 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 better effects