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.
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.
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.
Practice Management Tools
State-of-the-Art Solutions to Optimize Business Operations and Increase Productivity
Whether you need assistance with marketing, prospecting, office management, or streaming your operations, Mid Atlantic has a wide array of industry-leading solutions to meet your unique goals and challenges.
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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 78,000 customer accounts and one million beneficiaries.

A Recordkeeper’s Perspective on Money Market Reform
Posted on May 16, 2016 by Paul Edwards

We invite you to read an excellent article written by John Humphrey, COO of July Business Services, a valued business partner of Mid Atlantic, discussing the new SEC-approved Money Market Fund rules taking effect on October 14, 2016. In the […]

Mid Atlantic Welcomes Gaudreau Wealth New England
Posted on April 21, 2016 by Paul Edwards

We are pleased to welcome Gaudreau Wealth New England to the Mid Atlantic family.  The firm is a multi-line insurance and financial services agency established in 1921 and based out of Wilbraham, MA.  It is now structured as a result of a […]

MATC Featured in Article on Offering SMAs in 401(k)s
Posted on March 17, 2016 by Paul Edwards

Mid Atlantic Trust Company is very excited to be featured in the latest issue of 401(k) Specialist Magazine, the only publication exclusively dedicated to retirement plan advisors.  In it, John Humphrey, COO of July Business Services, has penned an article […]