Trust & Custody Services
Automate and optimize trust and custody for retirement plans with an independent custodian. Gain single-platform simplicity and experienced, agnostic support.
Choose a partner for business growth
An all-in-one, open-architecture platform
-
Employ a state-of-the-art trust accounting system
-
Automate services for both qualified and non-qualified plans
-
Gain real-time visibility into plan holdings, disbursements, and transaction details
Robust built-in capabilities
-
Streamline data aggregation and performance reporting
-
Manage unitization and investments held away
-
Accelerate workflows, and reduce errors and risk
Comprehensive services selection
-
Access directed trustee services for a range of plan types
-
Appoint us discretionary trustee for CITs managed by sub-advisors
-
Obtain sub-custody, IRA services and your retirement cash account
Industry-leading expertise
-
Benefit from extensive, integrated Broadridge resources
-
Matrix, a Broadridge Company, is a Colorado state-chartered trust company with 50+ years of experience
-
Fi360, a Broadridge Company, provides comprehensive fiduciary tools, learning, and development
Optimize efficiency and risk management
Get the platform, software, technology, and educational resources you require—all from a single partner.
Highly automated, cost-effective transaction processing platform with access to more than 30,000 mutual funds and ETFs.
Explore Trade Processing and SettlementTools from Fi360, a Broadridge Company, to help you grow and protect investors’ assets with a fiduciary standard of care.
Explore Fi360 Software and TechnologyAIF® designation, AIFA® Designation, PPC® designation, and CEFEX Firm-Level Certification from the founders of AIF training.
Explore Fi360 Learning and DevelopmentÂ
What's next for your business?
We want to hear more about what you need to improve your business and drive transformative innovation, efficiency, and growth.
Want to speak with a specialist?