Retire Tool(k)IT

TrueOpen ® Architecture: the future of retirement plans

Matrix is a leading provider of TrueOpen ® Architecture retirement plan products and services for Broker/Dealers, Financial Advisors and Third Party Administrators.

Our revolutionary set of retirement plan platforms features products and services specifically designed to meet your needs – from support for regulatory changes, to streamlining procedures, to selecting and monitoring funds. The dynamic, customizable platforms can provide a powerful competitive advantage to grow your business, and feature:

TrueOpen Trading Platform

Access to more than 24,000 funds

Retirement plan data feed services

Level compensation services

Advisor desktop applications

RetireTool(k)it desktop proposal generator

RetireTool(k)it desktop report generator

Customizable point-of-sale materials

Discover what Matrix retirement platforms can do for your business:

For more information about Matrix/Broadridge products and services

Call 866-935-6824
or
email us at matrixu@broadridge.com

About Matrix Financial Solutions

Matrix Financial Solutions, now part of Broadridge Financial Solutions, Inc., is a leading provider of TrueOpen ® retirement products and services for third party administrators, financial advisors, banks and other financial professionals. Matrix serves more than 300 financial institutions with over $145 billion in customer assets processed through its trading platform. For more information about Matrix please visit www.matrixfinancialsolutions.com.

About Broadridge

Broadridge is a technology services company focused on global capital markets. Broadridge is the market leader enabling secure and accurate processing of information for communications and securities transactions among issuers, investors and financial intermediaries. Broadridge builds the infrastructure that underpins proxy services for over 90% of public companies and mutual funds in North America; processes more than $4 trillion in fixed income and equity trades per day; and saves companies billions annually through its technology solutions. For more information about Broadridge please visit www.broadridge.com.

Get Connected 2012 – August 19-22, 2012

Matrix Financial Solutions is excited to hold its 12th annual conference in beautiful Keystone, CO. This year's conference is exciting in many ways. First, it is our second conference as part of Broadridge Financial Solutions. Secondly, we have consolidated our sessions into two main tracks - the traditional Get Connected track and the new Matrix U track that features PFC-1 and Ethos training classes. This change will enable us to offer more in-depth information on the issues that are important to each of you.

The Get Connected track is for the traditional Keystone attendee. This track allows you to shift between all available sessions, including our bank track, TPA/Advisor specific track, as well as the Matrix U sessions (marked on your agenda as TPA/Advisor Track I and II). As you review the agenda for this track, simply choose the sessions that are of most interest to you and best fulfill your business needs.
The Matrix U/Matrix U Advanced track (typically Advisors) is for those that are looking to learn more about how to succeed in an open architecture environment. If you choose either of these tracks, you will be required to attend only sessions in the Matrix U or Matrix U Advanced.
For more information, go to www.matrix-getconnected.com.