Fi360 and Matrix Establish Integration Relationship
June 15, 2015fi360 and Matrix Establish Integration Relationship
Integration allows advisors to access client data from within the fi360 Toolkit
PITTSBURGH (June 15, 2015) -- fi360, which helps institutions and advisors gather, grow, and protect assets through better investment and business decision-making, today announced that its fi360 Toolkit is now integrated with Matrix Financial Solutions, a Broadridge Financial Solutions Inc. (NYSE:BR) company. The integration allows advisors who custody assets with Matrix to access client data in their fi360 Toolkit, further enabling them to streamline their business processes.
“Providing our clients with direct access to client data from within the Toolkit allows them to spend less time on manual processes and more time with their clients,” said fi360 CEO Blaine Aikin.
The fi360 Toolkit web-based software provides research, analytical, and reporting services for all client types, including high net worth individuals and families, endowments, trusts, plan sponsors, etc. Whether you’re selecting new funds, monitoring an existing lineup, or building client-friendly reports, the fi360 Toolkit can help optimize and solidify your investment management process so you can spend more time winning new business.
“We are excited to expand access to our industry leading trading platform to those that use the fi360 Toolkit,” said John Moody, President, Matrix Financial Solutions. “There is tremendous value in an agnostic platform such as ours where there are no limitations to the funds used in a plan. We are now carrying over that ideology to benefit advisor products and services, too. Together with fi360, our objective is to help grow the end advisor’s plan business, and this is a step in that direction.”
Current Clients: For more information on the integration, please contact fi360 support at support@fi360.com.
Prospective Clients: For more informatin or to schedule a live demo of the fi360 Toolkit, please contact fi360 sales at (866) 390-5080 or sales@fi360.com
About fi360
fi360’s mission is to help institutions and advisors gather, grow, and protect assets through better investment and business decision-making. fi360’s capabilities include professional development, software applications, and research and practice management. fi360 is the home of the AIF® designation and the fi360 Toolkit®, and is the parent company of Ann Schleck & Co., CEFEX, and IPS AdvisorPro. For more information about fi360, please visit www.fi360.com.
About Matrix Financial Solutions
Matrix Financial Solutions, now part of Broadridge Financial Solutions, Inc., is a leading provider of TrueOpen™ retirement products and services for third party administrators, financial advisors, banks and other financial professionals. Matrix serves more than 400 financial institutions with over $300 billion in customer assets processed through its trading platform. For more information about Matrix, please visit matrix.broadridge.com.
