Matrix Financial Solutions, part of Broadridge Financial Solutions, claims that the combination of the services will help UBS increase its visibility into retirement plan assets and activity throughout the firm, tighten their core compliance processes, and offer its Financial Advisors (FAs) more flexibility throughout the retirement plan process.
The Matrix BD Platform is an integrated suite of retirement planning products and services that enables financial services firms and advisors to better navigate the retirement plan process.
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Through its TrueOpen architecture, the solutions improve efficiencies and tighten compliance principles throughout the enterprise and support recent regulatory mandates.
The suite includes the plan data feed services, the type of services to be provided to UBS, and level compensation services, as well as advisor desktop applications.
"Matrix is excited about this new relationship and the business opportunities it will offer not only UBS but our TPA customers as well," said John Moody, president, Matrix. "We believe our BD Platform will support UBS in its effort to continue to grow its retirement business in an increasingly regulated environment and provide increased visibility and tighter controls."
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