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Products August 2, 2012
United Planners Adds Matrix Plan Data Feed Service
United Planners added the Matrix plan data feed service to
the United Planners Retirement Platform.
Reported by Jay Polansky
The service, which is part of the newly launched Matrix Broker/Dealer Solutions Suite, is provided by Matrix Financial Solutions, a Broadridge Financial Solutions Inc. company.
The Matrix Broker/Dealer Platform, an integrated retirement planning suite, includes the plan data feed service, level compensation services and adviser desktop applications.
“We are excited about this new relationship and the business opportunities it will offer not only United Planners but our third-party administrator (TPA) customers as well,” said John Moody, president of Matrix. “We believe our broker/dealer platform will support United Planners in its effort to continue to grow its retirement business in an increasingly regulated environment and provide increased visibility and tighter controls.”