Designed to help broker/dealer firms and RIAs, RetireTool(k)it navigates the retirement plan process by improving efficiencies, and providing assistance in supporting regulatory mandates, according to Broadridge.
In addition to the new enhancements, the new platform also features customized proposals, access to quarterly and annual reports, as well as investment policy statements.
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Matrix Financial Solutions president John Moody said that with new regulations impacting the retirement plan market, in particular, organizations are scrambling to stay current, be in compliance and win new business.
"RetireTool(k)it’s enhanced user interface and improved logic supports all these initiatives and enables clients to streamline the process – all in our industry-leading TrueOpen Architecture environment that provides a clear competitive advantage," Moody said.
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