Look to a Partner that Complements Your Business

In today’s highly competitive and ever-changing financial services landscape, industry professionals face significant challenges including client retention, operational efficiency, and keeping pace with regulatory change. Having the right solutions and procedures in place to be able to turn these challenges into opportunities is vital for success in this new environment.

Matrix, a Broadridge company, is the leading independent provider of TrueOpen™ products and services for financial professionals, including banks, third party administrators, recordkeepers, financial advisors, broker/dealers, mutual fund providers and insurance providers, among others. Our expertise, combined with innovative, proprietary technology, helps our clients turn today’s challenges into opportunities ultimately helping you retain clients and grow your business.

Our products and services include:

  • Mutual Fund and ETF Trading Platform
  • Broker/Dealer & Advisor Platform
  • IRA Services
  • Trust and Custody Services

The power to scale an Advisor’s practice without sacrificing flexibility.

Look to a Partner that Complements Your Business

In today’s highly competitive and ever-changing financial services landscape, industry professionals face significant challenges including client retention, operational efficiency, and keeping pace with regulatory change. Having the right solutions and procedures in place to be able to turn these challenges into opportunities is vital for success in this new environment.

Matrix, a Broadridge company, is the leading independent provider of TrueOpen™ products and services for financial professionals, including banks, third party administrators, recordkeepers, financial advisors, broker/dealers, mutual fund providers and insurance providers, among others. Our expertise, combined with innovative, proprietary technology, helps our clients turn today’s challenges into opportunities ultimately helping you retain clients and grow your business.

Our products and services include:

  • Mutual Fund and ETF Trading Platform
  • Broker/Dealer & Advisor Platform
  • IRA Services
  • Trust and Custody Services
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ModelTool(k)it

The power to scale an Advisor’s practice without sacrificing flexibility.

Contact Us


Matrix Financial Solutions Corporate Headquarters

717 17th Street, Suite 1300
Denver, CO 80202
888-218-3852

Matrix Settlement and Clearance Services

717 17th Street, Suite 1300
Denver, CO 80202
888-218-3852

Matrix Trust Company

717 17th Street, Suite 1300
Denver, CO 80202
888-947-3472 (Monday-Friday, 7:30 a.m. - 4:30 p.m. MST)
service@broadridge.com

Sales Contacts

  • Todd Vollmer, Vice President and National Sales Manager (Banks, East Region) - (720) 956-5405

  • Robb Beall, Vice President, Sales, MSCS (TPA/Retirement, West Region) - (720) 956-5404

  • Pete Della Flora, Vice President, Sales, MSCS (Banks, West Region) - (720) 956-5422

  • Dean Rodewald, Vice President, Sales, MFS (Brokers/Advisors) - (720) 956-3110

  • Mike Hlavin, Vice President, Sales, MSCS (TPA and Non-Qualified Plans) - (847) 562-0743