Healthier by Nature

Healthier by Nature

produced a nationwide network of financial institutions and non-bank loan providers

4 min reading time

produced a nationwide network of financial institutions and non-bank loan providers

Focus Client Systems

Money Management & Credit Options.

The effectiveness of numerous, the energy of just one.

Focus customer Solutions (FCS) has established a nationwide community of finance companies and non-bank loan providers so that you can offer an aggressive variety of money and credit approaches to assist Focus lover companies better provide their customers.

Today utilizing the breadth and level of your nationwide community of financial institutions and non-bank loan providers, the FCS system provides usage of outstanding money administration and financing solutions which enable you to take on exclusive banking institutions and wirehouses.

Our Solutions

Client Portfolio Cash (CPC)

Our Client Portfolio Cash (CPC), a proprietary money management option, is made for Focus Financial Partners and its particular lover businesses. Relating to a 2019 Capgemini Insights review, HNW individuals’ money balances in Q1 2019 represented their solitary position that is largest. 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 investment profiles
  • FDIC insurance policy all the way to $30 million per individual taxation ID on money in the scheduled program(securities and cash held in securities reports are perhaps perhaps not FDIC insured)
  • Next time exchangeability on all money in the account
  • No minimal balances needed
  • Readily available for private, trust, business and a lot of pension reports

FICA for Advisors Outside Cash System

Performing closely as well as StoneCastle money Management, a respected provider of deposit and exchangeability solutions, we offer FICA ® For Advisors being a immediate resource to entice held-away money and possibly decrease marketplace, credit, major, and exchangeability threat on the consumers’ cash balances.

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

Advantages for the clients:

  • Competitive prices in comparison to numerous product that is competing
  • Provides up to $100 million of FDIC insurance plan per income tax ID
  • A liquid selection for customer money balances
  • Avoids dangers of uninsured cash resources and bank that is uninsured
  • Simple account starting knowledge
  • Consumers can connect their particular FICA account to virtually any lender account or financial investment account

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

Advantages when it comes to consultant:

  • Catches cash that is held-away
  • Provides a socially accountable choice for socially aware customers
  • Helps entice brand-new possessions, accounts, and high high high quality recommendations
  • Integrates with significant portfolio/data aggregator systems
  • StoneCastle features significantly more than ten years of institutional money knowledge this is certainly available nowadays to you personally and every of one’s customers

FCS Credit Systems

Through FCS, consumers gain access to a network that is extensive of and lending establishments along with assistance and advocacy in delivering desired results. This concierge solution is dependent on a dedication to comprehending numerous and frequently special requirements. Through the FCS system, it is possible to supply access to expertise to your clients in an extensive array of individual, company and collateralized cash loan Tennessee borrowing from the bank, along with assistance as well as other solutions to assist fulfill their particular economic needs.

Credit Possibilities Include:

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

Advantages Include:

  • Ideas into both relative edges regarding the customers’ balance sheet
  • Possibility to deepen customer interactions, including their particular company and operations that are commercial needs
  • Use of more loan providers to push much better effects

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