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.
- 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