RTK Enhancements: 09/20/2016
We continue to build on the advisor tools and resources available and are excited to announce recent enhancements to the RetireTool(k)it fund selection and proposal site. As a reminder, the RetireTool(k)it is available at no cost to our customers using Matrix as trading platform and/or custodian.
Enhancements to the RetireTool(k)it web application include:Ability to search by CUSIP and ticker
Pop-up to allow to copy and paste a column of CUSIPS or tickers
Sortable columns on Core Funds grid
Automated notification when TPA/Recordkeeper is changed in an existing plan
User guides available for download from the site
Password duration increased to 180 days
Enhancements to the performance reports include:
Change to a blue color scheme on all reports
Add ticker to all reports
Include the Morningstar star rating on the Fund Matrix report
Include fund minimum and notes information on the Core Funds export
Add the overall calculated Mandate Score to monthly and historical scorecards
Please be sure to clear your cache if you experience issues with the enhancements.
Please contact the Matrix Advisor Service Team at 866-935-6824 or firstname.lastname@example.org with any questions.