Focus Client Options
Money Management & Credit Possibilities.
The potency of numerous, the charged energy of 1.
Focus customer Solutions (FCS) has generated a nationwide community of financial institutions and non-bank loan providers so that you can offer an aggressive selection of money and credit approaches to assist Focus companion corporations better provide their customers.
Now because of the breadth and level of your nationwide community of financial institutions and non-bank loan providers, the FCS system provides use of cash that is outstanding and financing solutions which permit you to contend with exclusive financial institutions and wirehouses.
Client Portfolio Cash (CPC)
Our Client Portfolio money (CPC), a cash that is proprietary answer, was made for Focus Financial Partners and its own companion organizations. Relating to a 2019 Capgemini Insights study, HNW individuals’ money balances in Q1 2019 represented their solitary biggest position. Advisors can exercise trading expert over customer money.
CPC can offer several value-added cash management benefits to your clients including:
- Competitive prices on cash balances within financial 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 perhaps perhaps not FDIC insured)
- Next time exchangeability on all money in the account
- No minimal balances needed
- Readily available for private, trust, company and a lot of your retirement 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 decrease marketplace, credit, principal, and exchangeability threat on the consumers’ 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 may have their particular deposits assigned to over 800 banks that directly fund the development of regional communities throughout America.
Advantages for the customers:
- Competitive prices when compared with numerous competing item offerings
- Provides up to $100 million of FDIC insurance plan per income income income tax ID
- A fluid selection for customer cash balances
- Avoids dangers of uninsured money resources and uninsured lender balances
- Simple account starting experience
- Consumers can connect their particular FICA account to your lender investment or account account
FICA ® For Advisors is eligible for use with money away from pension reports.
Benefits when it comes to consultant:
- apply for NM installment loan online
- Catches held-away money
- Supplies a socially accountable choice for socially aware consumers
- Helps entice assets that are new reports, and high quality recommendations
- Integrates with significant portfolio/data aggregator platforms
- StoneCastle features a lot more than 10 years of institutional money knowledge this is certainly available nowadays for you and every of the consumers
FCS Credit Options
Through FCS, consumers get access to a network that is extensive of and financing organizations along with assistance and advocacy in delivering desired effects. This concierge solution is dependent on a consignment to comprehending numerous and needs that are often unique. Through the FCS community, you’ll supply access to expertise to your clients in an extensive array of private, company and collateralized borrowing from the bank, along with assistance as well as other solutions to simply help fulfill their particular economic requirements.
Credit Solutions 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 Lines guaranteed by personal and alternate resources
- Aircraft and watercraft refinancing and purchase
- Specialty lending for art and memorabilia
- Domestic mortgages
- Commercial and multifamily connection and permanent financial loans
- Ideas into both relative edges regarding the customers’ stability sheet
- Possibility to deepen customer connections, including their particular company and commercial functions and requirements
- Usage of more loan providers to push much better effects