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The Matrix family of companies includes MSCS, MG Advisory, MG Trust, MSCS Financial, Optech Systems and Prima Capital.
 
 
 
 
 

About Matrix Financial Solutions: Who We Serve

Robust solutions. Concentrated on you.
Matrix Financial Solutions’ customers include banks, trust companies, registered investment advisors and record-keepers/third-party administrators (TPAs) who rely on our expertise in back-office, trust, custody, trading, and mutual fund settlement and processing services.

By consolidating trust, trading and technology under one roof, we are able to concentrate on a sole focus: to deliver the industry’s most streamlined, user-friendly and cost-effective financial solutions to our loyal customers.

Customers looking for a competitive advantage, such as saving time and resources while increasing accuracy, choose our services. Whether they need trust custodial services, settlement and processing services or managed portfolios, Matrix Financial Solutions provides these offerings on a seamlessly automated platform at a low total cost of ownership.