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    • Client Services
    • Sales Team

WorkLink

An internal web portal to access referenceable tools and resources.

InvestLink (RKS)

Formerly RKS—conflict-free open-architecture platform linking people, investments and technology

FogBugz

IT ticketing/tracking system for InvestLink software

Form Library

Access to all forms by plan type for downloading

TD Ameritrade

Access to TD Ameritrade custodial portal

MG Trust Express Tax

Access to MG Trusts tax reporting online portal

TOS (Broadridge)

Matrix Trust Online Services portal for access to checks, wires, stops, reissues, 1099 corrections and statements

Innovestt

Access to MG Trusts trust accounting platform

CRM

Microsoft Dynamics, sales tracking tool

Dayforce

Employee time tracking system

Marketing Resources

Brand standards, corporate identity and templates housed in the Marketing Resource Center

Resource Center

Information and educational tools addressing industry challenges

InvestDesign Center

Formerly RKS—conflict-free open-architecture platform linking people, investments and technology

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