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.
Layout Callout Block 1
Financial Institutions

Join hundreds of banks, trust companies, asset managers, and broker/dealers that benefit from our state-of-art technology and support services.

Layout Callout Block 1
Plan Administrators

We provide industry leading mission-critical services to plan administrators. Our companies service over $90 billion in assets nationwide.

Layout Callout Block 1

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

Layout Callout Block 1

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.

COVID-19 Virus Business Continuity Information

Click for Updates

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. Stock Prices Advanced as Investors Responded to Another Round of Positive Vaccine Announcements
Posted on November 30, 2020 by Nicky Snyder

Market Data as of Week Ending 11/27/2020 unless noted otherwise. EQUITIES U.S. stock prices advanced as investors responded to another round of positive vaccine announcements and more hurdles have been cleared for the transition to a new administration in the […]

Data Released During the Week was Mixed and Largely Overshadowed by Coronavirus News
Posted on November 23, 2020 by Nicky Snyder

Market Data as of Week Ending 11/20/2020 unless noted otherwise. EQUITIES U.S. stock prices were mixed as investors responded to positive vaccine announcements and rising coronavirus cases. Improving company fundamentals are being overshadowed by concerns about the economic recovery. JPMorgan […]

Major Economic Sectors were Positive with the Most Notable Gains in the Energy and Financial Sectors
Posted on November 16, 2020 by Nicky Snyder

Market Data as of Week Ending 11/13/2020 unless noted otherwise. EQUITIES U.S. stock prices advanced largely based on positive coronavirus vaccine news and better than expected earnings growth. According to FactSet, 84% of companies have reported beating earnings estimates for […]