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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.
ManagerxChange®
An Innovative and Cost Effective Way to Access Third Party Money Managers
ManagerxChange® 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.
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.
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 $90 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 the best 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 8,000 financial advisors and 500 financial institutions on behalf of more than 265,000 customer accounts and one million retirement plan beneficiaries.

Stocks Advance for Second Consecutive Week
Posted on June 1, 2020 by Nicky Snyder

Market Data as of Week Ending 05/29/2020 unless noted otherwise. EQUITIES Stocks advanced for the second consecutive week as both investor and consumer sentiment improved. A combination of cyclical sectors (Financials, Industrials, and Materials) and defensive sectors (Real Estate and […]

Small and Medium Businesses Return to Forefront — Outperform Larger Counterparts
Posted on May 26, 2020 by Nicky Snyder

Market Data as of Week Ending 05/22/2020 unless noted otherwise. EQUITIES Stocks advanced last week as investors responded to a combination of improving economic data and easing financial conditions. Small and medium sized businesses returned to the forefront and significantly […]

U.S. Treasury Yields Declined for the Week as Investors Demonstrated Preference for High Quality Over Risk Assets
Posted on May 18, 2020 by Nicky Snyder

Market Data as of Week Ending 05/15/2020 unless noted otherwise. EQUITIES Stocks retreated as investors were presented with economic data and warnings of further weakness ahead. Following three consecutive weeks of out-performance for small and medium sized businesses, they significantly […]