Capture daily rates, position balances, dividends, and transaction confirmations for import to your trust accounting system, with same day settlement.
Broadridge’s Matrix trading platform offers innovative technology, combined with the power of the NSCC’s Fund/SERV Networking and the DCC&S.
Improve advisor productivity & back-office efficiency with Broadridge FundPOINT Suite, the only solution designed to provide EDGAR-sourced data.
Matrix Trust Company consistently delivers outstanding directed trust and custodial services to TPA customers of Matrix in a highly automated environment.
Sponsored by Broadridge, NICSA has an extensive program of timely, interactive webinars.