Get Connected 2013 Recap
Highlights video from the Broadridge Get Connected event in Keystone, Colorado.
By increasing visibility throughout your organization, the Matrix Broker/Dealer platform is a powerful solution that provides the features needed to better manage the retirement sales process.
RetireTool(k)it provides financial advisors with a seamless integration of an often challenging process of fund selection, monitoring, investment policy statements, plan proposals, enrollment kits and monitoring reports.
Matrix Financial Solutions offers third party administrators access to one of the most automated, cost-effective mutual fund transaction processing platforms in the industry.