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. Stock Markets Surged to Record Highs Last Week
Posted on April 12, 2021 by Nicky Snyder

Market Data as of Week Ending: 4/9/2021 unless noted otherwise Equities U.S. stock markets surged to record highs last week as the bullish theme of robust economic and earnings growth in 2021 remains intact. Investors rotated into quality consumer and […]

Mid Atlantic Capital Group Announces Deal with PensionPro
Posted on April 7, 2021 by Nicky Snyder

Mid Atlantic Capital Group Announces Deal with PensionPro April 7th, 2021 Mid Atlantic is pleased to announce it has finalized a deal with PensionPro, the leader in TPA workflow automation software, to become part of its trust and retirement services […]

U.S. Treasury Yields Rose, and the 10-year Finished the Week at 1.72%
Posted on April 5, 2021 by Nicky Snyder

Market Data as of Week Ending 4/2/2021 unless noted otherwise. Equities U.S. stock prices rose over the holiday shortened week as President Biden’s announcement of the infrastructure plan helped buoy financial markets and the focus shifted from rising rates to […]