RIAs need to give customers the latest in wealth management and
retirement account products and services—including 24/7 access
to accounts. With the power to assist in capturing and retaining
assets, you can give your clients just what they’re after:
greater personal service and results.
Matrix Financial Solutions offers a comprehensive suite of Internet-ready
account management tools. Our seamless services allow you to provide
your customers with easy access to investment recommendations and
associated investment research, ongoing professional account management,
and user-friendly online account access.