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

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

Focus Client Possibilities

Money Control & Credit Possibilities.

The potency of numerous, the power of 1.

Focus customer Solutions (FCS) has generated a network that is national of and non-bank loan providers so that you can provide an aggressive variety of cash and credit approaches to assist Focus partner companies better provide their customers.

Today utilizing the breadth and level of our nationwide system of banking institutions and non-bank loan providers, the FCS system provides usage of outstanding money administration and financing solutions which permit you to take on exclusive banking 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 own lover companies. Based on a 2019 Capgemini Insights study, HNW individuals’ money balances in Q1 2019 represented their solitary biggest place. Advisors can work out trading authority 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 scheduled program(securities and cash held in securities reports are perhaps maybe 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 pension records

FICA for Advisors Outside Cash System

Operating closely as well as StoneCastle money Management, a number one supplier of deposit and liquidity solutions, we offer FICA ® For Advisors as a instant resource to entice held-away money and possibly decrease market, credit, major, and liquidity risk on your own consumers’ cash balances.

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

Advantages for the consumers:

  • Competitive prices in comparison to many competing item offerings
  • Provides up to $100 million of FDIC coverage per income tax ID
  • A fluid selection for customer money balances
  • Avoids dangers of uninsured cash resources and uninsured lender balances
  • Simple account starting knowledge
  • Customers can connect their particular FICA account to your bank account or financial investment account

FICA ® For Advisors is qualified to receive usage with money outside of your retirement records.

Advantages when it comes to consultant:

  • Catches cash that is held-away
  • Offers a socially accountable selection for socially mindful customers
  • Helps entice assets that are new reports, and high high high quality recommendations
  • Integrates with major portfolio/data aggregator platforms
  • StoneCastle features significantly more than 10 years of institutional money experience this is certainly available nowadays for you and every of the consumers

FCS Credit Options

Through FCS, customers gain access to a network that is extensive of and financing establishments along with assistance and advocacy in delivering desired results. This concierge solution is dependent on a dedication to comprehending different and needs that are often unique. Through the FCS network, you are able to offer your customers with usage of expertise in an extensive selection of private, company and collateralized borrowing, along with assistance along with other solutions to greatly help satisfy 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 development term financial financial loans
  • Lines guaranteed by exclusive and alternate funds
  • Aircraft and watercraft refinancing and purchase
  • Specialty lending for art and memorabilia
  • Residential mortgages
  • Commercial and multifamily connection and permanent financial financial loans

Benefits Include:

  • Ideas into both relative edges for the consumers’ balance sheet
  • Chance to deepen client interactions, including their particular company and commercial businesses and requirements
  • Use of more loan providers to push much better effects


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