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

About Matrix Financial Solutions: Who We Serve : Bank & Trust Companies

Today’s business climate creates many challenges for banks and trust companies. The need to increase trading efficiencies without increasing costs is crucial to profitability and customer service. The more efficient and accurate you are when it comes to mutual fund trading, the more you can focus on the things that really matter—helping your clients and growing your business.

Matrix Financial Solutions, through its subsidiaries, provides many services that can assist our bank and trust customers, such as:

Open Architecture Platform
  • Interfaces with the majority of trust systems including: Trustrite, Infovisa™, Innovest, Metavante, Accutrust, HWA and Proprietary Systems 
  • MSCS Bridge.NET direct and secure client database access available

Trust System Refresh and Synchronization with Plan Record-keeping System

  • Trading
  • Dividend Posting
  • Position Refresh

Client Maintains Fund Direct Account Registration

  • Matrix doesn’t require custody of the client’s assets at our trust company 
  • Client maintains their direct fund family relationships
  • Accounts can be held in client’s nominee name

Automated Account Opening Process

  • 90% of new accounts opened within 48 hours of request
  • Initial Purchase Availability

Automated Transfer Process Using B52 Capability

  • Can automate the conversion process for NSCC trading 
  • Process “in kind” transfers between omnibus accounts

Flexible Pricing and Administrative Service Fee Options

  • NTF (No Transaction Fee) list
  • ASF pass-through with basis point pricing
  • Combination of the above two pricing models
  • ASF reporting at the account level