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

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

Focus Client Systems

Money Control & Credit Options.

The potency of numerous, the power of one.

Focus customer Solutions (FCS) has generated a network that is national of and non-bank loan providers so that you can offer an aggressive variety of cash and credit answers to assist Focus lover corporations better serve 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 enable you to contend with personal 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 businesses. Relating to a 2019 Capgemini Insights review, HNW individuals’ money balances in Q1 2019 represented their solitary position that is largest. Advisors can exercise trading expert over client money.

CPC provides several value-added cash management benefits to your clients including:

  • Competitive prices on money balances within financial investment profiles
  • FDIC insurance policy as high as $30 million per split taxation ID on money in the system (securities and cash held in securities records are maybe perhaps not FDIC insured)
  • Next liquidity on all cash in the account day
  • No minimal balances needed
  • Designed for individual, trust, company and a lot of pension records

FICA for Advisors Outside Cash System

Performing closely along with StoneCastle money Management, a prominent provider of deposit and exchangeability solutions, we offer FICA ® For Advisors being a instant resource to entice held-away cash and possibly decrease marketplace, credit, major, and exchangeability danger on your own customers’ cash balances.