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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
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