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.
Coming Soon: FiduciaryxChange™
A Tool To Help Survive And Thrive in The New DOL Regulatory Landscape
FiduciaryxChange™ is Mid Atlantic's proprietary program that allows a broker or advisor's home office to automate level fee-based compensation, seamlessly view plan information, and provide access to third party fiduciary services.
Practice Management Tools
State-of-the-Art Solutions to Optimize Business Operations and Increase Productivity
Announcing: AdvisorSight™ the most recent addition to our wide array of industry-leading solutions to help meet your practice marketing, management and operating goals.
Announcing DepositxChange™
An FDIC Eligible Multi-Bank Deposit Program for 401k Plans
DepositxChange is Mid Atlantic's proprietary network of participating banks utilizing our technology to offer insured deposits to the 401k plan marketplace.
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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.

Mid Atlantic Recordkeeper Spotlight: Vertical Management Systems
Posted on February 17, 2017 by Paul Edwards

Mid Atlantic wants to welcome to its roster of valued business partners Vertical Management Systems (VMS) in Pasadena, California. Vertical Management Systems (VMS) is a technology innovation firm bringing best-in-class solutions to a financial services industry in need of change. […]

Mid Atlantic Recordkeeper Spotlight: Certified Benefits Corp
Posted on February 1, 2017 by Paul Edwards

Mid Atlantic is pleased to take this opportunity to spotlight valued business partner Certified Benefits Corp (CBC) in Altamonte Springs, Florida. CBC was founded in 1996 as a member of Certified Financial Group (CFG), with the express purpose of creating […]

Mid Atlantic Welcomes Gebhardt Financial Group
Posted on January 12, 2017 by Paul Edwards

We are pleased to welcome Gebhardt Financial Group to the Mid Atlantic family.  Gebhardt is a wealth management firm based out of Sugarcreek, Ohio.  The rep group consists of Phil Gebhardt and junior advisor Brooks Numbers, both of whom are […]