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

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

Focus Client Possibilities

Cash Control & Credit Possibilities.

The effectiveness of numerous, the charged energy of just one.

Focus customer Solutions (FCS) has generated a nationwide system of financial institutions and non-bank loan providers to be able to offer an aggressive assortment of money and credit approaches to assist Focus lover companies better serve their customers.

Today with all the breadth and level of your nationwide community of finance companies and non-bank loan providers, the FCS system provides use of cash that is outstanding and financing solutions which enable you to take on personal finance companies and wirehouses.

Our Solutions

Client Portfolio Cash (CPC)

Our Client Portfolio money (CPC), a proprietary money administration option, was made for Focus Financial Partners and its own lover corporations. Relating to a 2019 Capgemini Insights study, HNW individuals’ money balances in Q1 2019 represented their single position that is largest. Advisors can exercise 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 high as $30 million per split taxation ID on cash in the system (securities and cash held in securities reports are perhaps not FDIC insured)
  • Next time exchangeability on all money in the account
  • No minimal balances needed
  • Designed for private, trust, company and a lot of your retirement reports

FICA for Advisors Outside Cash System

Operating closely as well as StoneCastle money Management, a number one supplier of deposit and exchangeability solutions, we offer FICA ® For Advisors being a immediate resource to entice held-away money and possibly lower marketplace, credit, main, and exchangeability danger in your 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 has their particular deposits assigned to over 800 banks that directly fund the development of neighborhood communities throughout The united states.

Advantages for the customers:

  • Competitive prices in comparison to numerous competing item offerings
  • Provides up to $100 million of FDIC insurance policy per 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 virtually any 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:

  • Captures cash that is held-away
  • Offers a socially accountable choice for socially aware consumers
  • Helps entice brand-new possessions, records, and high quality referrals
  • 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 each of one’s consumers

FCS Credit Possibilities

Through FCS, customers gain access to a network that is extensive of and financing organizations in addition to assistance and advocacy in delivering desired results. This concierge solution is dependant on a consignment to comprehending different and needs that are often unique. Through the FCS system, you can easily offer access to expertise to your clients in an easy selection of individual, business and collateralized borrowing from the bank, along with assistance along with other solutions to assist satisfy their economic requirements.

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 financial loans
  • out Lines guaranteed by exclusive 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 financial loans

Advantages Include:

  • Ideas into both relative sides associated with the consumers’ stability sheet
  • Chance to deepen customer connections, including their particular company and operations that are commercial requirements
  • Usage of more loan providers to push much much better effects

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