Look to a Partner that Complements Your Business

In today’s highly competitive and ever-changing financial services climate, professionals face significant challenges including client retention, transparency, operational efficiency, and keeping pace with regulatory change. Clear data combined with effective processes and procedures enable firms to turn these challenges into opportunities – and enable quick, informed and accurate decisions which translate into client loyalty and new business growth.

Matrix Financial Solutions, a Broadridge company, is the leading independent provider of TrueOpen™ products and services for financial professionals, including third party administrators, recordkeepers, financial advisors, broker/dealers, mutual fund providers, insurance providers, and banks, among others. Our expertise and experience is in working with our clients to turn today’s challenges into opportunities, by first understanding your needs and then delivering the right solution set to help you grow your business and help stay ahead of the compliance curve.

With more than 350 financial institutions processing more than $220 billion through our funds trading platform – combined with Broadridge’s (NYSE:BR) more than 50 years experience processing securities and industry role in executing more than 75% of all US fixed income trades – we are well-positioned to deliver efficient, objective trading and support services to promote the growth of your business.