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

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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.

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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.

U.S. Stocks Rebound After Declines Early in The Week
Posted on September 27, 2021 by Chris Broussard

Market Data as of Week Ending: 9/24/2021 unless noted otherwise Equities U.S. stocks rebounded and finished the week in positive territory after declines early in the week. Investor sentiment shifted following the Fed’s announcement that they could begin reducing the […]

How actively managed model portfolios in 401(k) plans can benefit retirement plan advisors
Posted on September 22, 2021 by Steve Warden

Actively managed model portfolios are becoming increasingly prominent across the retirement industry. There has been a major shift away from the antiquated approach of managing portfolios via recordkeeping systems, towards a modeling system where portfolios can be unitized at a […]

Inflation Eases but Labor and Supply Challenges Remain
Posted on September 20, 2021 by Chris Broussard

Market Data as of Week Ending: 9/17/2021 unless noted otherwise Equities U.S. stocks were generally down for the week as the economic impact of the coronavirus continues to present supply challenges and labor shortages. Some investors are concerned that stock […]