Matrix Settlement & Clearance Services (MSCS) has become one of the largest and most respected providers of mutual fund clearing and settlement services for Banks, Trust Companies, Third Party Administrators, Registered Investment Advisors, and Broker/Dealers by providing our institutional customers with the most automated, efficient and cost effective transaction processing available.

Innovation that gives you the tools to meet your business needs

What our Customers are Saying

“MSCS’ automated trading interface has simplified our late-day trading process. The broker-friendly nature of their process is important to us because we grow our business though outside advisors” – John Blossom, President, Alliance Benefit Group

 

"Matrix has been a great relationship for the Geller Group providing automated clearing and settlement of mutual funds, an electronic link and allowing for brokers' direct receipt of commission payments from the funds. The Matrix platform enables the Geller Group to serve plan sponsors through commissioned-based and fee-based retirement plan advisors. Matrix offers plan sponsors and advisors a wide selection of funds in an open architecture platform with no restrictions or proprietary requirements." Sheldon Geller, President, Geller Group, LLC

Setting a New Industry Standard
Using state of the art technology combined with the power of the National Securities Clearing Corporation's (NSCC) Fund/SERV and Networking products accessed through an affiliated bank, MSCS has revolutionized the way mutual funds are traded and their positions are reconciled - setting a new industry standard.

An Unwavering Commitment To Quality

A relentless focus on quality and strong track record of execution has made MSCS the provider of choice for over $35 billion dollars of mutual fund assets. Our clients enjoy the significant advantages of economies of scale on front-end services yet enjoy the unique services that come from a dedicated client relationship team providing highly customized services. We challenge ourselves daily to create solutions which will have a positive impact on our clients’ business.

Service that is truly exceptional to provide your clients with just one thing — quality and flexibility
Providing your clients with just one investment menu: the one they want

 

"Matrix has played a huge roll in automating our daily trading procedures and diagnostic processes. Matrix' technical expertise has also made it possible for CPI to expand its service offerings and appeal to the larger target market."

Jon Prescott CPI

 

Materials provided on or through this website are for general information only, and do not constitute investment advice. Under no circumstances does MSCS, MG Trust, MG Holdings, its affiliates or employees offer investment advice or recommendations concerning the nature or the potential value or suitability of any security, transaction or investment strategy.