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Matrix Financial Solutions, Inc.

Matrix Financial Solutions, Inc.

Accounting Firms

Description

Matrix Financial Solutions, Inc., through its subsidiaries, provides back-office, trust, custody, trading, retirement products, and mutual fund settlement services to third party administrators (TPAs), financial advisors, banks, trust companies, and wealth management professionals. It offers Money Market Portal, which supports daily sweep activity by providing execution and same-day settlement for money fund products; mutual fund processing services; cash agent services for retirement plan accounts; Internet technology and private label services; and processing of unsolicited mutual fund trades on a wire-order basis. The company also provides Web dashboard application to support investment policy statement, fund selection, and subsequent fund reporting and monitoring; annual plan demographic reports; asset allocation modeling; multi-broker SDA solution, which provides control over retirement plan assets, and allowing for self-direction or assigned third-party investor management for TPAs and registered investment advisors. In addition, it offers individually managed accounts for TPAs; and compensation models, automatic rollover IRA provider, electronic delivery and e-signature for trust and custodial documents, electronic delivery of statements, and daily unitization and fee accruals. It was formerly known as MG Colorado Holdings, Inc and changed its name to Matrix Financial Solutions, Inc. in July 2007. The company was incorporated in 2004 and is based in Denver, Colorado. Matrix Financial Solutions, Inc. operates as a subsidiary of Broadridge Financial Solutions, Inc.

Corporate Address

717 17th Street Suite 1300 Denver, CO80202 United States of America

United States of America

888-218-3852

Tags:

Credit Card Loans, Financial Investment Bank, Banking Financial Company

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