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Matrix helps “our Merrill Lynch Financial Advisors to reduce administrative work so they can more easily generate new business and broaden opportunities in the retirement market.”

—Paul Welykoridko, VP of Retirement & Education Solutions, Merrill Lynch.

Solutions: Registered Investment Advisors

Helping you help them.
You know your business. As an RIA, you’ve got to constantly be armed with the latest in wealth management and retirement account products and services, including 24/7 access to accounts. In order to give customers personal service and results, you need to assist in capturing and retaining assets.

Matrix Financial Solution’s full suite of Internet-ready account management tools can help you do just that. Our seamless services help you provide your customers with easy access to investment recommendations and associated investment research; ongoing professional account management; and user-friendly online account access.

RIA solutions include:

  • Web Dashboard Application to support
      • Investment policy statement
      • Fund selection
      • Proposal documents
      • Subsequent fund reporting and fund monitoring
  • Quarterly Fund Performance Report
      • For use by advisor to communicate investment performance with plan sponsor
      • Available on a quarterly basis
  • Annual Plan Demographic Report
      • Combines participant/plan data with fund data
      • For use by advisor to communicate plan trends and investment performance with plan sponsor
      • Does not currently exist in open-architecture environment