Mutual Fund Trading Platform

The Matrix Trading Platform

Innovative technology, combined with the power of the NSCC’s Fund/SERV Networking and the Defined Contribution Clearing & Settlement (DCC&S) to provide a true, straight-through trade process. Customers are now able to post dividends and capital gains, which supports daily reconciliation, reduces costly errors associated with manual transactions and streamline entry time.

In addition, the Matrix trading system is considered “broker-friendly,” which allows customers to submit mutual fund trades with outside brokers who will be compensated directly from the mutual fund companies, creating unprecedented levels of efficiency and control.

Our fully automated, low-cost platform for mutual fund processing includes transparent trading interfaces; daily reconcilement capabilities; a paperless, automated fund-account opening process; and a single net settlement for all trade activity. This all-in-one solution eliminates the difficult task of executing new mutual fund agreements with customers for each trade, saving time and resources while increasing accuracy.

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