Matrix Financial Solutions has launched a revamped version of its Matrix RetireTool(kit) to make life easier for financial advisors, broker-dealers and third-party administrators.
Company officials said the end-to-end retirement plan application features a more user-friendly fund selection and monitoring process, an updated plan proposal generator, support for new U.S. Department of Labor regulations, data from Morningstar, Inc., and an updated database of more than 25,000 fund options.
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