Healthier by Nature

Healthier by Nature

Developed a network that is national of and non-bank loan providers

4 min reading time

Developed a network that is national of and non-bank loan providers

Focus Client Options

Money Management & Credit Systems.

The effectiveness of numerous, the energy of just one.

Focus customer Solutions (FCS) has established a nationwide system of financial institutions and non-bank lenders to be able to offer an aggressive assortment of cash and credit methods to assist Focus companion corporations better provide their customers.

Today utilizing the breadth and level of your nationwide system of banking institutions and non-bank loan providers, the FCS system provides use of cash that is outstanding and financing solutions which enable you to contend with personal financial institutions and wirehouses.

Our Solutions

Client Portfolio Cash (CPC)

Our Client Portfolio money (CPC), a cash that is proprietary answer, is made for Focus Financial Partners and its particular lover organizations. Based on a 2019 Capgemini Insights review, HNW individuals’ money balances in Q1 2019 represented their solitary biggest place. Advisors can work out trading expert over customer 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 plan as much as $30 million per individual income tax ID on money in the system (securities and cash held in securities records are perhaps maybe not FDIC insured)
  • Next liquidity on all cash in the account day
  • No minimal balances needed
  • Readily available for private, trust, company & most pension reports

FICA for Advisors Outside Cash System

Performing closely along with StoneCastle money Management, a respected supplier of deposit and exchangeability solutions, we offer FICA ® For Advisors being a resource that is immediate entice held-away money and possibly decrease marketplace, credit, main, and exchangeability danger in your customers’ cash balances.

FICA ® For Advisors could be a appealing choice for large web worth individuals, trusts and organizations, and all sorts of customers just who participate have their particular deposits assigned to significantly 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 policy per income income 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 your lender account or financial investment account

FICA ® For Advisors is qualified to receive usage with cash away from your retirement records.

Advantages when it comes to consultant:

  • Catches cash that is held-away
  • Supplies a socially accountable choice for socially mindful customers
  • Helps entice brand-new possessions, records, and high quality recommendations
  • Integrates with significant portfolio/data aggregator systems
  • StoneCastle features significantly more than 10 years of institutional money knowledge this is certainly available these days for your requirements and every of one’s consumers

FCS Credit Possibilities

Through FCS, consumers get access to a network that is extensive of and lending establishments in addition to 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 can easily supply access to expertise to your clients in an extensive array of personal, company and collateralized borrowing from the bank, in addition to assistance as well as other solutions to aid satisfy their particular economic requirements.

Credit Possibilities Include:

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

Advantages Include:

  • Ideas into both relative sides for the consumers’ stability sheet
  • Possibility to deepen customer connections, including their particular company and commercial functions and requirements
  • Usage of more loan providers to push much much much better results

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