Let’s talk about what’s next for you Talk to us

Our representatives and specialists are ready with the solutions you need to advance your business.

Want to speak with a sales representative?

Table Heading
+1 800 353 0103	North America
+442075513000	EMEA
+65 6438 1144	APAC

First name*

Last name*

Work email address*

Telephone*

Country*

Company name*

Job title*

What would you like a Broadridge sales representative to contact you about?

Thank you.

Your sales rep submission has been received. One of our sales representatives will contact you soon.

Want to speak with a sales representative?

Table Heading
+1 800 353 0103	North America
+442075513000	EMEA
+65 6438 1144	APAC

Trust and Custody Services

Streamline trust and custodial management

Automate and consolidate trust and custodial services with a single, secure platform backed by a state-of-the-art trust accounting system. Plan sponsors get real-time access to information, while participants benefit from eStatements and eSignatures.

Real-time access to cash, disbursements, holdings and transactions

Manage trust and custody services for retirement plans on a single platform. Easily access information on cash, disbursements, holdings, transactions, plan statements, participant 1099s and more.

Real-Time Access

Plan Sponsor Access

eStatement Options

eSignature Features

Secure Online Transactions

An all-in-one solution for trust and custody services

We optimize all aspects of trust and custody services for retirement plans and facilitate management with real-time information on cash disbursements, holdings and transactions.

Video

Non-Qualified Plan Services
Facilitating the Unique Retirement Needs of Key Executives

Broadridge’s Matrix is a leading provider of trust and custodial services for all types of non-qualified plans. Our proprietary technology offers you the flexibility to offer a wide range of investments options for all your trust and custodial needs, ultimately providing a true competitive advantage.

Executive Benefit Trustee Solutions for Law Firms

Executive Benefit Trustee Solutions for Law Firms

Matrix Trust Company Resources

Matrix Trust Company Resources

Retirement Insights

Retirement Insights

Photo: Telecom sales rep meets with a new customer, demonstrating electronic communications capabilities

Let’s talk about
what’s next for you

Our representatives and specialists are ready with the solutions you need to advance your business.

REQUEST INFORMATION