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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 |
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 |
Free up time to focus on client acquisition. We facilitate the exchange of all necessary information for trust and custodial services and trading functions.
A state-of-the-art trust accounting system makes it easy to support retirement and benefit plans.
Data aggregation, performance reporting, and specialized needs such as unitization services, open architecture and investments held away are all built in.
Matrix, a Broadridge Company, is a Colorado state-chartered trust company with 50+ years of trust experience.
We take an agnostic approach to providing products and services for financial professionals, including banks, third party administrators, recordkeepers, financial advisors, broker-dealers, mutual fund providers and insurance providers.
We aggregate, reconcile and process trust and custodial transactional data in a highly automated environment.
The experienced, agnostic support you require.
Defined Contribution Plans: Robust custodian and directed trustee services for independent recordkeepers, other trust companies and directly to plans
Defined Benefit Plans: Directed trustee services and expertise for cash balance, traditional pension or profit-sharing plans
Non-Qualified Deferred Compensation Plans: Trustee/custody services, including discretionary trustee services for change-of-control situations
Collective Investment Trusts: Matrix serves as discretionary trustee for CITs managed by sub-advisors
Sub-Custody: Cashiering and back-office operational services that allow the customer to be the named trustee/custodian
IRA solutions: A variety of solutions including:
Retirement Cash Account: FDIC-insured bank account offered as a cash deposit option to plans and plan participants
Reduce errors and improve efficiencies with automated fund trading.
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Get the efficient fiduciary solutions that strengthen client relationships and win more business.
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Gain the knowledge of prudent practices required to serve clients efficiently and grow your business.
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Inform decisions, benchmark fees, rank vs. peers with the Fi360 Fiduciary Score—and more.
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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 |
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 |