Plan AdvisorxChange (PAX)
Focused, Dedicated Support For the Retirement Plan Advisor Specialist
Access PAX proprietary turn-key, low cost, customized unbundled solutions as well as a wide array of fiduciary and third party provider analytical and best practices tools and services.
ModelxChange® Managers Program
An Innovative and Cost Effective Way to Access Third Party Money Managers
MMP utilizes Mid Atlantic Trust Company's proprietary ModelxChange® technology giving third-party managers the ability to offer ETF and mutual fund based model portfolios in an extremely efficient and cost effective way.
Mid Atlantic Investment Toolkit
Streamline Your Client Disclosure Requirements Across the ETF and Mutual Fund Universe
For service providers and advisors in an "unbundled" or "open architecture" environment, Investment Toolkit will help you meet the newest challenges for fee disclosures, investment performance and risk assessments.
Practice Management Tools
State-of-the-Art Solutions to Optimize Business Operations and Increase Productivity
Whether you need assistance with marketing, prospecting, office management, or streaming your operations, Mid Atlantic has a wide array of industry-leading solutions to meet your unique goals and challenges.
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Financial Institutions

Join hundreds of banks, trust companies, asset managers, and broker/dealers that benefit from our state-of-art technology and support services.

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Plan Administrators

We provide industry leading mission-critical services to plan administrators. Our companies service over $70 billion in assets nationwide.

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Advisors

The Mid Atlantic Financial Network provides a powerful array of solutions to independent fee-based, “hybrid”, and registered representative advisors.

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Clients

We help your financial services provider deliver solutions for your needs. Find out why financial advisors, administrators, and institutions choose to partner with us.

Mid Atlantic Capital Group

Mid Atlantic Capital Group is a leading provider of first-class custody, brokerage, trade processing, and financial services technology. Our broker/dealer, registered investment advisor, and trust company serve over 10,000 financial advisors and 500 financial institutions on behalf of more than 75,000 customer accounts and one million beneficiaries.

MetLife Stable Value Solutions Fund Added to ModelxChange®
Posted on August 24, 2016 by Paul Edwards

MetLife has officially announced the new addition of Wilmington Trust’s MetLife Stable Value Solutions Fund to Mid Atlantic Trust Company’s ModelxChange® platform.  MetLife Stable Value Solutions Fund will be the first stable value option available for ModelxChange®, one of the original platforms […]

MATC Joins Vertical Management System’s Retirement Revolution Ecosystem
Posted on August 23, 2016 by Paul Edwards

Vertical Management Systems, Inc. (VMS) announced yesterday that Mid Atlantic Trust Company (MATC) will be added to its list of advisors and third party administrators as a trading destination and custody provider. This access to MATC’s wide array of funds, […]

Money Market Reform FAQs
Posted on July 29, 2016 by Paul Edwards

By now, you are likely well aware that new SEC-approved money market reform rules will soon be implemented.  The regulatory environment is changing daily as new reforms and rules are expected to carry a significant impact on the qualified plan […]