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Plan Administrator and Advisor Tools

In conjunction with serving the needs of our investment professionals, our trading desk presently provides brokerage services to our over 500 institutional clients, including banks, insurance companies, money managers, and hedge funds.

Mid Atlantic regularly electronically processes over 1.2 million mutual fund orders per month, and as many as 2 billion equity shares annually.

Financial Institutions

Electronic Order Execution Services

Mid Atlantic provides cost effective electronic order execution services to our bank trust, investment manager, and insurance company customers.  Many of our customers choose us for their complete electronic order execution needs: spanning mutual fund trades, equities, and fixed income markets.

Equity Order Execution

Our state of the art equity trading system brings you efficient low cost anonymous order executions. It is intuitive, simple to use on its own or in conjunction with your order management system.

Our software gives you the ability to route your own orders to a variety of execution venues, or have the option for our desk to handle them. In either case, we provide full real-time transparency so you can monitor all aspects of your live trades including open orders, partial fills and GTC executions.

Mid Atlantic’s staff of experienced equity traders is available not only to assist you with any requirements you may have regarding your automated electronic order executions, but also to assist you with any large or illiquid securities that may require special handling. They act as an extension of your trading desk.

If you choose to utilize the desk for your order, the traders will act solely on your behalf representing you in the marketplace and positioning your order strategically to ensure its best possible execution.

They seek to minimize the impact of your order on the marketplace through a variety of available execution strategies and actively work your order. As an agent, they maintain your complete anonymity and confidentiality. You provide the order and we’ll do the rest. Our trading system includes real time Level I and II quotes, charting capabilities, stock watch, news feeds and fundamental data right on your desktop.

These tools combined with our experience, insight, and knowledge of the marketplace enable navigation of fragmented markets to seek and manage liquidity with minimal market impact. Our technology will provide controlled direct access order routing to all major venues.

Fixed Income Order Execution

Complete web based fixed income trading capabilities, complemented by the expert support of professional traders.  Access and trade from a large inventory of government and corporate debt, municipals, agencies and certificates of deposit.

As a participant in one of the world’s largest electronic fixed income platforms, we offer leading edge technology that provides anonymous access to an electronic marketplace with thousands of pieces of inventory from hundreds of dealers. Our clients enjoy a live, executable fixed income trading environment that provides dynamically updated bids and offers with point and click trading capability. Upon execution of the trade you will immediately receive a confirmation email with extensive trade ticket detail. If the trade is a sell a complete bid history of all bids received will also be included.

Offerings are searchable and sortable by customized multiple criteria, including maturity, ratings, quantity, coupon, yield and price. This brings the “market” right on your desktop, in real time. You may also access a variety of analytical tools, such as ladder construction and analysis, as well as descriptive data on millions of fixed income securities.

Getting started is as simple as opening your account with us and logging in. There are no upfront fees or software/hardware charges or expenses involved. Our staff provides the necessary startup training, which can typically be accomplished in an hour or two via interactive web conferencing.

Should our clients have questions regarding our electronic execution systems, or wish to be assisted by a professional trader, the desk stands ready. We regularly work with our clients to locate product and seek price improvement. The trading desk maintains direct relationships with many of the Street’s largest dealers.

Regardless of execution venue, we take care of post-trade settlement activity by booking and reporting your activity on a consolidated basis, and handling the necessary reporting to custodians and other entities for settlement purposes.

And, our institutional clients enjoy the peace of mind provided by our competitive, fully disclosed pricing schedules.

Our web based technology portal also offers a wealth of support tools for your mutual fund business, whether in the taxable or retirement plan environment.

Trade Operations (Equity and Fixed Income)

A commitment to streamlined trade related activities, employing automation to achieve convenience, efficiency and accuracy.

At Mid Atlantic, we understand the administrative challenges that our clients face on a daily basis. Accordingly, our trading platform provides simple and customized post-trade processing and settlement solutions. Daily reporting and data interfaces are user-defined to the greatest extent possible, and we will work with you to develop the procedures that best fit your particular operating environment. Our goal is always to provide you with accurate, timely data that you can rely upon, delivered in the most efficient fashion, as you define it.

Mid Atlantic is accustomed to working in an omnibus as well as a multiple account allocation environment. We are sensitive to our customer’s preferences, and work to simplify confirmation, order bunching, average pricing of orders, reconciliation, commission specification, and other daily tasks. Mid Atlantic’s 25 year clearing relationship with National Financial Services, LLP, a Fidelity company, provides you with the peace of mind that your comparisons, settlements, and deliveries receive the expertise and market presence with one of the world’s largest and best capitalized clearing firms. Our experienced operations staff will see to it that our service doesn’t end with trade execution. They are dedicated to making your post-trade activity an efficient and error-free experience.

Our customized interfaces enable further streamlining and simplification of your administrative tasks. Trade import capabilities, available in many cases, allow trades to flow seamlessly into the system for execution. Whether by Excel or database file import, or via custom interface, you may choose to utilize this method for sending your orders for execution whenever it is of benefit. The trading platform handles daily electronic confirmation, settlement and reporting activities, to assure that your activity is appropriately reported on a timely basis to you and throughout the settlement community.

Mutual Fund Order Execution

Best-in-Class execution and settlement services on Mid Atlantic’s proprietary web based Transaction Network Services (TNS), and Mid Atlantic Trust Company’s proprietary custody technology.

As a self-clearing NSCC member, Mid Atlantic provides a low cost, fully automated, state-of-the-art mutual trading and reporting system that integrates with your record keeping or trust accounting system for straight-through processing of trades, confirmations, positions and dividends.  When doing business with Mid Atlantic, you will have the peace of mind knowing that you are trading with one of the NSCC’s largest mutual fund trade processors.  We offer access to over 20,000 mutual funds, and clear and settle over 1 million trades per month in behalf of our administrator, trust and insurance company customers.

Through our competitive fund compensation arrangements with hundreds of mutual fund families, we provide the tools for institutions to capture fund fees, and offset customer expenses and service fees.  Fee availability is fully transparent and accessible to our customers over our TNS system. LEARN MORE >>

We invite you to further explore our trading and execution capabilities. You may also contact any member of our sales team for an online demonstration of all of the tools and services available through Mid Atlantic, or to get help with any questions that you have or requests for further information.