An internal web portal to access referenceable tools and resources.
Formerly RKS—conflict-free open-architecture platform linking people, investments and technology
IT ticketing/tracking system for InvestLink software
Access to all forms by plan type for downloading
Access to TD Ameritrade custodial portal
Access to MG Trusts tax reporting online portal
Matrix Trust Online Services portal for access to checks, wires, stops, reissues, 1099 corrections and statements
Access to MG Trusts trust accounting platform
Microsoft Dynamics, sales tracking tool
Employee time tracking system
Brand standards, corporate identity and templates housed in the Marketing Resource Center
Information and educational tools addressing industry challenges