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Matrix Advisor Services

Financial Advisers

Stand out from your competitors

As the financial services landscape continues to change, advisers need to stand out from the crowd. Broadridge provides the tools to attract new prospects and ensure compliance.
Our TrueOpen Platform supports everything from fund selection and monitoring to investment policy statements, plan proposals, enrollment kits, and quarterly and annual monitoring reports. We aggregate, reconcile and process transactional data, enabling Financial Advisers to be more efficient and concentrate on their clients.

Attract new prospects and remain the main point of contact.

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Satisfy the growing demand of customers.

Our solution provides Financial Advisers with a suite of tools and services to better satisfy the growing demands of their customers.

  • ModelTool(k)it

  • Unitized Managed Accounts

  • Collective Investment Trusts

  • Sales Enablement

  • Level Compensation & RIA Payment Services

  • Data Feeds

  • Mutual Fund Trading Platform

  • ETF Trading Platform

  • Trust and Custody (including SDBA assets at advisers’ preferred custodians or managed accounts)

Find out more about Matrix Trust Company collective investment trusts