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Financial services, re-envisioned.
From our headquarters in Denver, Colorado, Matrix Financial Solutions
has successfully combined trust, trading and technology under one
organization. As one of the nation’s largest providers of
back-office, trust, custody, trading and mutual fund settlement
services, Matrix Financial Solutions provides automated, scalable
services to banks, trust companies, registered investment advisors
and record-keepers/third-party administrators (TPAs).
Our progressive, straight-through processing platform and customer
support services enable our customers to seamlessly automate post-trade
transactions and clearance of mutual funds while providing solutions
to manage growth more effectively. In a constantly changing market,
Matrix Financial Solutions helps you stay one step ahead of the curve
by providing one solution for all of your financial services needs.
Matrix Settlement and Clearance Services, LLC
Matrix Settlement and Clearance Services (MSCS), a New York limited
liability company, provides mutual fund processing services through
the most automated and cost-effective transaction processing available.
Serving more than 300 institutional customers, MSCS provides trading
services for over $100 billion in assets through its platform.
MG Trust Company, LLC
A wholly owned subsidiary of Matrix Financial Solutions, MG Trust,
a Colorado non depository trust company, provides custodial, trust
and/or cash agent services for approximately 30,000 retirement plan
accounts, totaling more than $28 billion in assets. MG Trust supports
third-party administrators who desire a trust organization committed
to providing outstanding customer service for its plan customers.
MG Trust is also a mutual fund member of the National Securities
Clearing Corporation.
MG Advisory Services, LLC
A wholly owned subsidiary of MSCS, MG Advisory provides new Internet-ready
technology and private label services that allow customers the
flexibility to choose from recognized names, such as CLS, Portfolio
Strategies and Legend Advisory Corporation, among others, in the
mutual fund research and investment advisory disciplines.
MSCS Financial Services, LLC
MSCS Financial is a wholly owned subsidiary of MSCS and a
member of FINRA and SIPC.
MSCS Financial processes unsolicited mutual fund trades on
a wire-order basis for institutional customers of MSCS.
Optech Systems, Inc.
Optech Systems, Inc. is a Delaware corporation and a wholly owned
subsidiary of Matrix Financial Solutions. Optech Systems develops
the software solutions used by MSCS to provide automated trading
services to its customers.
Matrix Communications Technologies
Matrix Communications Technologies is an industry leader in business communications and technology. It specializes in the design and production of materials and systems for the retirement plan market. Matrix Communications Technologies offers low cost, customizable enrollment kits, participant statements, participant newsletters, enrollment videos, mutual fund reporting systems, and gap and wealth accumulation analysis.
Prima Capital Holding, Inc.
Prima Capital has been an innovator in providing institutional quality
research, due diligence, technology and advisory insight for investment
professionals and organizations who serve the needs of high-net-worth
investors. Prima’s workflow, research and advisory solutions
include data, conflict-free research, due diligence and advice
on separately managed accounts (SMAs), mutual funds, exchange traded
funds (ETFs) and alternative investments. This information is delivered
to investment professionals’ desktops via Prima’s powerful
and enabling technology. For more information, visit us online
at www.primacapital.com.
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