developed a nationwide system of finance companies and non-bank loan providers

developed a nationwide system of finance companies and non-bank loan providers

Focus Client Possibilities

Money Control & Credit Possibilities.

The potency of numerous, the energy of just one.

Focus customer Solutions (FCS) has established a nationwide community of financial institutions and non-bank loan providers so that you can offer an aggressive variety of money and credit methods to assist Focus lover corporations better serve their customers.

Today with all the breadth and level of your national community of financial institutions and non-bank loan providers, the FCS platform provides usage of outstanding money management and financing solutions which permit you to contend with personal banking institutions and wirehouses.

Our Solutions

Client Portfolio Cash (CPC)

Our Client Portfolio money (CPC), a cash that is proprietary option, was made for Focus Financial Partners and its own companion businesses. Relating to a 2019 Capgemini Insights study, HNW individuals’ money balances in Q1 2019 represented their solitary biggest place. Advisors can work out trading expert over customer cash.

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

  • Competitive rates on money balances within financial investment profiles
  • FDIC insurance plan as high as $30 million per split income tax ID on money in the scheduled program(securities and cash necessary hyperlink held in securities records are perhaps perhaps not FDIC insured)
  • Next time exchangeability on all profit the account
  • No minimal balances required
  • Designed for private, trust, company & most pension records

FICA for Advisors Outside Cash Program

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 decrease marketplace, credit, main, and exchangeability risk on the customers’ cash balances.

FICA ® For Advisors could be an option that is attractive large web worth people, trusts and companies, and all sorts of consumers just who participate may 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 consumers:

  • Competitive rates in comparison to numerous product that is competing
  • Provides up to $100 million of FDIC insurance plan per tax ID
  • A fluid selection for customer money balances
  • Avoids dangers of uninsured money resources and bank that is uninsured
  • Simple account experience that is opening
  • Consumers can connect their particular FICA account to your lender account or financial investment account

FICA ® For Advisors is qualified to receive usage with money away from pension records.

Benefits when it comes to advisor:

  • Catches held-away money
  • Offers a socially accountable selection for socially aware consumers
  • Helps entice assets that are new reports, and high quality recommendations
  • Integrates with significant portfolio/data aggregator systems
  • StoneCastle features a lot more than ten years of institutional money knowledge that is available these days for your requirements and every of the consumers

FCS Credit Options

Through FCS, customers gain access to a network that is extensive of and financing establishments along with assistance and advocacy in delivering desired outcomes. This concierge solution will be based upon a consignment to comprehending different and frequently special requirements. Through the FCS community, you can easily offer your customers with use of expertise in an extensive variety of individual, business and collateralized borrowing from the bank, along with assistance along with other services to simply help fulfill their particular monetary requirements.

Credit Possibilities Include:

  • Securities-Backed personal lines of credit (SBLOC) – fixed and drifting price options
  • Commercial lending – working-capital lines, purchase and development term financial financial financial loans
  • out out Lines guaranteed by personal and funds that are alternative
  • Aircraft and watercraft buy and refinancing
  • Specialty lending for art and memorabilia
  • Domestic mortgages
  • Commercial and bridge that is multifamily permanent loans

Advantages Include:

  • Insights into both relative edges for the customers’ stability sheet
  • Chance to deepen customer interactions, including their particular company and commercial businesses and needs
  • Usage of more loan providers to push much much better effects

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