ModelxChange℠

Mid Atlantic Trust Company (MATC), with the assistance of other companies within the Mid Atlantic Capital Group family, is pleased to announce the launch of its new platform, ModelxChange℠, the first platform of its kind that allows 401(k) professionals to seamlessly incorporate investment models into a retirement plan, all through a single, web-based interface.

ModelxChange℠ is ideal for those Professional Money Managers, Investment Advisors, and Plan Record Keepers who want to stay on the forefront of the 401(k) marketplace, and are interested in maintaining a larger share of the generated revenues.

Professional Money Managers
ModelxChange℠ uniquely provides Professional Money Managers with a single system for the creation, execution and on-going management of investment models for the 401(k) marketplace. Through this easy-to-use interface, managers can set-up and manage their investment models, and then deliver those models and the investment changes to each individual 401(k) plan as adjustments are made to the model — without having to log into each separate record keeping system every time a change is made.

Through ModelxChange℠, Money Managers can also set security and cash targets, as well as specific investment exclusions requested by the plan fiduciary. All of the plan flows, asset levels, and detailed information related to the plan are right at their fingertips through the easy to navigate website. Additionally, the management fee can be accrued daily and automatically paid monthly or quarterly.

Investment Advisors
For Plan Investment Advisors, access to a stable of third party money managers with proven track records that are able to provide models comprised of ETF’s and/or mutual funds designed for a 401(k) plan can have a dramatic impact on their business. ModelxChange℠ provides investment advisors with access to “best of breed” money managers, and simplifies the due diligence screening process by providing manager profiles, descriptions, performance data and other details of each model — reducing the amount time required to review the myriad of data in order to make an effective choice for a client.

Plus, with the seamless integration ModelxChange℠ provides for the management of investment models, advisors can be assured that their client’s plan is always in-sync with the Model Manager’s recommendation.

Third Party Plan Record Keepers
Historically, the process of coordinating all of the moving parts required for Plan Record Keepers to effectively manage an investment model within a retirement plan has been a tedious process. Each time the advisor calls to submit a change to the investment model, it results in a stream of trades and record adjustments in order to keep the plan in compliance.

ModelxChange℠ streamlines this process by seamlessly coordinating all the moving parts required to handle a model within a retirement plan. This includes not only the syncing of the model with the plan accounts — including automatically handling specific investment exclusions — but also providing reporting metrics and all the necessary tools Advisors have come to expect so that they can easily fulfill their fiduciary responsibility. In addition, Mid Atlantic now offers e-signature and automated document tracking for ModelxChange℠ users.

If you are a Professional Money Manager, Plan Investment Advisor, or Third Party Plan Record Keeper and would like a demonstration on this unique service, please contact your Mid Atlantic representative by calling 1-800-693-7800 today.