Matrix Financial Solutions,
A Broadridge Company

Powering Retirement. Empowering You. 

Matrix Financial Solutions holds a leading position as one of the largest independent  platforms in the wealth and retirement services channel. Our independence is the foundation of how we provide specialized tools for plan advisors to grow their business and better manage client relationships in the retirement plan marketplace. We don’t compete with advisors for retirement plan business. Our robust suite of solutions will help streamline management of retirement plan assets across your practice by delivering a toolkit to support you through every stage of the retirement plan lifecycle.