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Matrix Advisor Services


Matrix Trust Company provides automated trust, custody and agent services for Qualified and Non-Qualified Retirement Plans. Matrix Trust Company is a Colorado state-chartered trust company. With over 50 years of trust experience on our management team, our roots are planted firmly in the financial services market. We aggregate, reconcile and process trust and custodial transactional data in a highly automated environment. Matrix Trust Company retains an independent, certified public accounting firm to SSAE18 internal audits of its procedures and controls.

A partner that can help you grow your business.

In today’s highly competitive and ever-changing financial services landscape, industry professionals face significant challenges including client retention, operational efficiency, and keeping pace with regulatory change. Having the right solutions and procedures in place can help you turn these challenges into opportunities.

Matrix Financial Solutions Inc. (Matrix), a Broadridge company, is a leading independent provider of products and services for financial professionals, including banks, third party administrators, recordkeepers, financial advisers, broker-dealers, mutual fund providers and insurance providers, among others. Our expertise, combined with innovative, proprietary technology, helps our clients capitalize on opportunities to retain clients and grow their business.

Our range of solutions include:
  • Trust and Custody Services
  • Collective Investment Trusts
  • Non-Qualified Retirement Services
  • Sub-Custodian Services
  • Traditional and Cash Balance Plan Services
  • TPA/Recordkeeper Platform
  • Adviser Services
  • Broker-Dealer Platform
  • IRA SafeHarbor
  • Rollover and Traditional/Roth Payroll Deducted Solutions
  • Unitization and Model Allocation Services
  • Fund Revenue Collection Services

Find out more about Matrix Trust Company collective investment trusts