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, 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 $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 Welcomes Lions Gate Wealth Management
Posted on August 18, 2015 by Paul Edwards

We are pleased to announce Lions Gate Wealth Management LLC has joined Mid Atlantic Capital Group.  With offices in Wexford and Warren, PA, the firm has over a 12 year track record of providing investment services for individuals, families, small […]

Mid Atlantic Trust Company and fi360 Establish Integration Relationship
Posted on August 12, 2015 by Paul Edwards

Integration allows advisors to access MATC client data from within the fi360 Toolkit Retirement plan accounts held in custody at Mid Atlantic Trust Company (MATC) are now integrated with fi360’s Toolkit.  The integration allows advisors to access retirement plan client […]

B51s: Understanding Plan Updates
Posted on August 11, 2015 by Amy Chalmers

No matter what your role in the process, there are numerous steps involved in setting up a retirement plan. From acquiring documents and signatures, to selecting an advisor, to choosing funds, it isn’t always easy to get your ducks in […]