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A Matrix Trust Company representative will contact you.

Or feel free to reach out to us.

Matrix Advisor Services
866-935-6824
MatrixAdvisorServices@broadridge.com

Michael Hlavin, Vice President, Sales
847-562-0743
Michael.Hlavin@broadridge.com

Jeff Allen, Vice President, Sales
720-264-3745
Jeffrey.Allen@broadridge.com

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.

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

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