Focus Client Systems
Money Control & Credit Systems.
The potency of numerous, the charged energy of 1.
Focus Client Solutions (FCS) has established a nationwide community of banking institutions and non-bank loan providers so that you can offer an aggressive selection of money and credit approaches to assist Focus lover firms better provide their customers.
Today using the breadth and level of your nationwide community of banking institutions and non-bank loan providers, the FCS system provides usage of cash that is outstanding and financing solutions which permit you to take on personal finance companies and wirehouses.
Client Portfolio Cash (CPC)
Our Client Portfolio money (CPC), a proprietary money administration answer, is made for Focus Financial Partners and its own companion businesses. Based on a 2019 Capgemini Insights study, HNW individuals’ money balances in Q1 2019 represented their solitary biggest place. Advisors can work out trading expert over client money.
CPC provides your customers with a few value-added money administration advantages including:
- Competitive prices on money balances within financial investment portfolios
- FDIC insurance policy all the way to $30 million per separate income tax ID on money in the scheduled program(securities and cash held in securities reports are perhaps perhaps perhaps not FDIC insured)
- Next liquidity on all cash in the account day
- No minimal balances needed
- Readily available for private, trust, company and a lot of pension reports
FICA for Advisors Outside Cash System
Performing closely along with 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, main, and exchangeability threat on your own consumers’ cash balances.
FICA ® For Advisors may be an option that is attractive large online payday loans Georgia web worth people, trusts and organizations, and all sorts of consumers who participate may have their particular deposits allotted to significantly more than 800 banks that directly fund the development of neighborhood 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 plan per income income tax ID
- A fluid selection for client money balances
- Avoids risks of uninsured cash resources and uninsured lender balances
- Simple account experience that is opening
- Customers 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 your retirement reports.
Advantages when it comes to consultant:
- Catches cash that is held-away
- Offers a socially responsible selection for socially conscious customers
- Helps entice brand-new possessions, records, and high high high quality recommendations
- Integrates with major portfolio/data aggregator platforms
- StoneCastle has a lot more than 10 years of institutional money knowledge this is certainly available these days to you personally and every of the consumers
FCS Credit Possibilities
Through FCS, customers gain access to a substantial community of banking and financing organizations along with assistance and advocacy in delivering desired outcomes. This concierge solution is dependent on a consignment to comprehending different and needs that are often unique. Through the FCS system, you are able to offer access to expertise to your clients in an extensive selection of private, company and collateralized borrowing, in addition to assistance along with other services to aid fulfill their particular economic 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 financial financial loans
- out Lines guaranteed by exclusive and alternate funds
- Aircraft and watercraft refinancing and purchase
- Specialty lending for art and memorabilia
- Domestic mortgages
- Commercial and bridge that is multifamily permanent financial loans
- Ideas into both relative edges of this consumers’ stability sheet
- Possibility to deepen customer connections, including their particular business and commercial businesses and requirements
- Use of more loan providers to push much better effects