Menu Icon Mobile
stock arrow
ICON. Search
Close
Icon Search Clear

The right insights, right now

Access the latest news, analysis and trends impacting your business.

EXPLORE ALL INSIGHTS
SUBSCRIBE

Explore our insights by topic:

ASIA PACIFIC
Consulting Services
COMMUNICATIONS
Capital markets and banking
EMEA
CORPORATE ISSUER
DIGITAL TRANSFORMATION
Environmental, Social and Governance (ESG)
FINANCIAL ADVISORS
FUND DISTRIBUTION
Global Class Action
REGULATORY
RETIREMENT
WEALTH MANAGEMENT
Webinar Program

About Broadridge

ABOUT US
BOARD OF DIRECTORS
CAREERS
EXECUTIVE LEADERSHIP
INVESTOR RELATIONS
SUSTAINABILITY
PRESS RELEASES

Global websites:

Canada
EMEA / APAC
Germany
Japan
United States

How can we help?

Speak Sales Icon Broadridge Learn about our partner program Speak Sales Icon Broadridge Speak with a sales representative Client Support Icon Broadridge Get client support

Additional Broadridge resources:

Careers
Client Support
Investor Relations
Partner Program
Press Relations

View our Contact Us page for additional information.

Let’s talk about what’s next for you Talk to us

Our representatives and specialists are ready with the solutions you need to advance your business.

Want to speak with a sales representative?

Table Heading
+1 800 353 0103North America
+442075513000EMEA
+65 6438 1144APAC

Thank you.

Your sales rep submission has been received. One of our sales representatives will contact you soon.

Want to speak with a sales representative?

Table Heading
+1 800 353 0103North America
+442075513000EMEA
+65 6438 1144APAC

Trust and Custody Services

Streamline trust and custodial management

Contact Us Client Login

Streamline and automate your trust and custodial services with a single, secure platform driven by a state-of-the-art trust accounting system. With our solution, plan sponsors gain real-time access to complete, accurate information while participants benefit from features like electronic statements and signatures.

Real-time access to cash, disbursements, holdings and transactions

Manage trust and custody services for retirement plans on a single platform. Easily access information on cash, disbursements, holdings, transactions, plan statements, participant 1099s and more.

icon product feature
Real-Time Access
icon product feature
Plan Sponsor Access
icon product feature
eStatement Options
icon product feature
eSignature Features
icon product feature
Secure Online Transactions
Carousel Image

Matrix: An all-in-one solution for trust and custody services

Matrix is Broadridge's leading solution for trust and custody services. It is a comprehensive platform that optimizes key processes from end to end. Real-time information on cash disbursements, holdings and transactions facilitates plan management for retirement services providers and other wealth managers.

Video

ModelTool(k)it Video Overview

ModelTool(k)it is a comprehensive modeling and unitization solution for mutual fund and ETF based portfolios. Easy-to-use and efficient, ModelTool(k)it’s interface and innovative technology offers 401(k) plan professionals a resource to quickly administer and implement managed accounts. The ModelTool(k)it makes the complex model management process easier, can fill in the gaps and help you grow your business.

Matrix Trust Company Resources
Resource

Matrix Trust Company Resources

Find useful information, operational and service agreements.
read more
November 2017

Let’s talk about
what’s next for you

Our representatives and specialists are ready with the solutions you need to advance your business.
REQUEST INFORMATION
Retirement Services Providers

Optimize all aspects of trade processing

Broadridge offers a wide range of solutions to optimize trading activities and, in the process, help firms gain efficiencies and stay ahead of the changing regulatory environment.
Data Management, Analytics and Reporting
Trading Platforms
Fee Billing
Reconciliation
Trust and Custody Services
See More Products