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.
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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 $70 billion in assets nationwide.

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Advisors

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

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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

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.

Mid Atlantic Welcomes Crescent Wealth Partners
Posted on October 24, 2017 by Paul Edwards

Mid Atlantic is pleased to welcome Crescent Wealth Partners, our newest addition to the Mid Atlantic family. Crescent is a former Ameriprise Group based out of Sarasota, Florida.  The Crescent team consists of two partners, Brent Hillerich and Brian Grogan, […]

Mid Atlantic Welcomes The DRL Group
Posted on October 20, 2017 by Paul Edwards

Mid Atlantic is excited to officially welcome one of our newest business partners The DRL Group to our family.  Based in Katy, Texas, The DRL Group is comprised of brothers David and Darrin Loesch and five staff members who handle […]

DHS Issues Tips for Cyber Security Campaign
Posted on October 18, 2017 by Paul Edwards

The following article was compiled by Alyssa Ritchie. October is National Cyber Security Awareness Month. Here are some useful tips from the U.S. Department of Homeland Security’s Stop.Think.Connect.™ Campaign. • When in doubt, throw it out.  Stop and think before […]