Mutual Fund Trading

Matrix Financial Solutions has revolutionized mutual fund trading and reconciliation for trust, wealth management, and retirement practices by offering straight-through processing (STP) and access to more than 25,000 funds. Matrix offers:

  • Reduction in errors associated with manual transactions
  • Daily net settlement and reconciliation on your positions
  • Automated new account setup process
  • Account transfer services including ACATs
  • Flexible account setup and pricing arrangements

A complete suite of solutions is also available to complement your retirement plan sales practice with proposal and comparison tools, model management solutions, and same day exchange capabilities across mutual funds and ETFs.

Additionally, the Matrix Money Market supports daily Trust account sweep activity by providing execution and same-day settlement for an extensive list of money fund products.

  • Provides daily rates, position balances, dividends, and transaction confirmations for import to your Trust accounting system.
  • Complements existing due diligence by providing research, fund benchmarking, and comparison tools.

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