Use Our Plan Data Feed to Help Keep Up with New Regulations
Increased visibility means more business opportunity
Developing the appropriate tools for compliance and regulatory oversight of your retirement plan business can be difficult, especially in an open architecture environment. Given today’s regulations, firms need visibility and access to data to ensure proper internal controls. Increased access to vital plan data and information can help you:
- View held-away assets
- Quickly assess and monitor potential risks
- Increase productivity
- Keep pace with the regulatory landscape
With Matrix’s Plan Data Feed you can now easily balance the needs of the plan sponsor and your financial advisors and brokers while accessing the right information to comply with current regulations. Plan Data Feed will help ensure oversight, giving your advisors a powerful compliance process and the firm a competitive advantage.