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Matrix Advisor Services

Improve efficiencies and reduce costs enterprise wide with Broadridge’s mutual fund and ETF trading platform. We aggregate, reconcile and process transactional data to help you increase trade efficiencies and monitor resource utilization. Execute mutual fund and ETF trades with speed and confidence, so you can focus on helping your customers grow their business.

Reduce the risk and expense of multiple systems and manual processes at a low cost.

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Step up to customer demands with more efficient daily trading.


A comprehensive suite of solutions comes fully integrated or a la carte. Maintain direct ownership of accounts with a fully disclosed outsource solution:

  • ModelTool(k)it

  • Mutual Fund Trading Platform

  • ETF Trading Platform

  • Money Market Portal

  • IRA solutions

Find out more about Matrix Trust Company collective investment trusts