Matrix Financial Solutions is expanding its core mutual fund trading platform, offering advanced plan proposal and management features for financial advisers. The expanded Matrix product and service ...

Designed as an end-to-end retirement plan solution for advisers, the enhanced version of RetireTool(k)it features a more user-friendly fund selection and monitoring process, an updated plan proposal ...

Matrix Financial Solutions has expanded the functionality of TrueOpen, its core mutual fund trading platform, to address growing demands from retirement plan providers and advisors. The augmented ...

DALLAS, Oct. 28, 2025 /PRNewswire/ -- Trintech, the global leader in AI Financial Close solutions for the Office of Finance, today announced it has been named a leader and the #1 Technology Excellence ...

Broadridge Financial Solutions Friday said it closed its aquisition of Matrix Financial Solutions, a purchase estimated at $201 million. Matrix's back-office, trust, custody, trading and mutual fund ...

Matrix-Exzac has changed its name to Matrix International Financial Services (Matrix-IFS), to reflect the expanded range of the company’s business and technology solutions specifically designed for ...