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Matrix Advisor Services

Our automated, low-cost broker-dealer platform provides visibility to vital plan data. Quickly assess risk and maintain control across a changing regulatory landscape—confident in your ability to levelize compensation.

Ensure compliance, improve productivity and increase flexibility in the retirement plan process.

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Drive growth and increase visibility at both the firm and broker/adviser levels.

Plan Level Data Feed

Creates a “window” into the firm’s brokers/advisers activity including plan asset values, investment activity and other information

Fiduciary Tool(k)it

The Matrix FiduciaryTool(k)it is a trusted resource for broker-dealers to streamline the fee collection process and levelize compensation payouts with minimal impact to their existing business.

For fee based accounts, the Matrix FiduciaryTool(k)it streamlines the fee collection process and then pays a level fee to the RIA’s back office through the DTCC payment aXis system.

Sales Enablement Resources

Generates professional proposals and reports supporting the needs of financial advisers

Find out more about Matrix Trust Company collective investment trusts