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.
Announcing 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.
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
Advisors

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

Layout Callout Block 1
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 beneficiariess.

Mid Atlantic Congratulates Everhart Advisors!
Posted on April 20, 2018 by Nicky Snyder

Everhart Advisors were recently named 2018 PLANSPONSOR Retirement Plan Adviser of the Year. Read more     Mid Atlantic Capital Group recognizes the uniqueness of financial advisors and the many business models that exists. That is why we listen, collaborate, and […]

Helping in the Fight to Eradicate Hunger in America
Posted on March 15, 2018 by Nicky Snyder

Mid Atlantic employees collect 4,257 items!  Last week, Mid Atlantic, in conjunction with loyal business partner Derek Fiorenza and his non-profit organization Fiorenza’s Food for Friends (F4), hosted its 3rd Annual Food Drive.. Staff were organized into three separate teams which enthusiastically came […]

Mid Atlantic Announces Major Strategic Transaction
Posted on March 14, 2018 by Nicky Snyder

Mid Atlantic to invest further in client-centric tools, technology, and services Mid Atlantic continues to expand product and service offerings Press Release