Matrix Financial Solutions   RetireTool(k)it
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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 with any questions.