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Money Market Portal

Use Money Fund Monitor™ to Help Manage Your Market Portfolio

Where choice and flexibility meet automation and efficiency

Now more than ever, managers of sweep, liquidity, cash and treasury portfolios need access to multiple products and the information tools to choose the products that best meet their needs. The Matrix Money Market Portal provides access to a variety of money market funds, along with the Money Fund MonitorTM for conducting due diligence and selection processes. This service provides automation and reporting you need to manage your portfolio, but with same-day execution and multiple settlement options. We negotiate the trading agreements, open your new accounts, and handle your trade execution and settlement, while you retain full ownership of your positions. Matrix helps you manage operational overhead, increase your operating revenue and reduce execution risks associated with manual trading.

Benefits Include:

  • Diverse list of money funds
  • Over 400 cusips, from more than 20 fund families
  • Straight-through processing
  • Multiple share classes, expense ratios and fee programs
  • 12b-1s and/or service fees may be available *
  • Multiple wire settlement options

For more information, contact our Money Market Portal specialists at 720-956-3102.