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 enabling 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, Invest 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 Operation and Increase Productivity
Whether you need assistance with marketing, prospecting, office management, or streaming your operation, 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 $50 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 to Host 2015 National Conference in Ojai, California
Posted on April 7, 2015 by Paul Edwards

Mid Atlantic will be hosting its annual National Partner Conference this year at the beautiful Ojai Valley Inn and Spa in Ojai, California from May 18-20.  We are excited to once again be presenting a full slate of valuable educational […]

Financial Advisors Are Finding Success with Social Media
Posted on March 31, 2015 by Paul Edwards

Financial advisors are now making greater use of social media than ever before, even compared to just one year ago.  This is the underlying finding of an in-depth 2014 study conducted by Putnam Investments of financial advisors’ social media practices […]

Protecting Your Practice from Cyber Fraud
Posted on February 26, 2015 by Paul Edwards

As technology advances, so do the tools and schemes that cyber criminals use to steal from clients. Wire fraud, identity theft, and e-mail scams are becoming increasingly sophisticated and continue to threaten data security for broker-dealers and financial advisors at […]