Mid Atlantic Capital Group

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.

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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 giving third-party managers the ability to offer ETF and mutual fund based model portfolios in an extremely efficient and cost effective way.

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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.

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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.

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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.

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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.

Plan Administrators

We provide industry leading mission-critical services to plan administrators. Our companies service over $70 billion in assets nationwide.

Advisors

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

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 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.

Time is Running Out: New SEC Rules to Be Implemented on October 14, 2016

Posted on September 30, 2016 by Paul Edwards

This is an urgent reminder that new floating NAV rules, fees, and gates on certain money market funds will be taking effect on October 14, 2016… Advisors and money managers must be in compliance with the SEC’s mandated reforms by […]

MATC Joins Vertical Management System’s Retirement Revolution Ecosystem

Posted on August 29, 2016 by Paul Edwards

Vertical Management Systems, Inc. (VMS) announced today that Mid Atlantic Trust Company (MATC) will be added to its list of advisors and third party administrators as a trading destination and custody provider. This access to MATC’s wide array of funds, […]

MetLife Stable Value Solutions Fund Added to ModelxChange®

Posted on August 22, 2016 by Paul Edwards

MetLife announced today the new addition of Wilmington Trust’s MetLife Stable Value Solutions Fund to Mid Atlantic Trust Company’s ModelxChange® platform. MetLife Stable Value Solutions Fund will be the first stable value option available for ModelxChange®, one of the original platforms of […]