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 $50 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 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.

Seek Advice from a 401(k) Specialist
Posted on November 18, 2015 by Paul Edwards

Mid Atlantic would like to invite you to click here (or copy and paste the following URL address into your browser: to read the latest issue of 401(k) Specialist magazine on your desktop, tablet, or smartphone at no charge! […]

Mid Atlantic to Launch AdvisorSight™ Platform
Posted on October 23, 2015 by Paul Edwards

Mid Atlantic Capital Group is pleased to announce a December 1, 2015 release date for AdvisorSight™, a fully integrated and customizable platform that delivers market-leading technology solutions to the Mid Atlantic supported advisor community.  AdvisorSight™ will be replacing our previous […]

Mid Atlantic Welcomes Hoyer Insurance & Financial Services
Posted on October 7, 2015 by Paul Edwards

We are pleased to announce that Hoyer Insurance & Financial Services has joined Mid Atlantic Capital Group.  Based out of Ten Sleep, Wyoming, Glenn Hoyer is a sole practitioner with 28 years of experience as a registered investment advisor and […]