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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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.

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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.

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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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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 $90 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 the best 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 8,000 financial advisors and 500 financial institutions on behalf of more than 265,000 customer accounts and one million retirement plan beneficiaries.

BlackRock introduces iRetire – A simple process to help answer lifetime questions

Posted on April 3, 2019 by Nicky Snyder

“Will I have enough for the retirement I want?” The iRetire® plan can help the advisor determine his/her client’s needs with an easy to understand retirement gap analysis. This tool shows the relationship between your client’s savings and the number […]

Mid Atlantic welcomes First Affiliated of the Chautauqua Region

Posted on December 12, 2018 by Nicky Snyder

Mid Atlantic Capital Group is pleased to welcome First Affiliated of the Chautauqua Region, LLC. First Affiliated of the Chautauqua Region, LLC is headed by Dan Hocking and Joe Cerrie. Mr. Hocking and Mr. Cerrie have amassed 24 and 17 […]

Mid Atlantic is Proud to Introduce: 401(k) Composite Benchmark Report

Posted on October 11, 2018 by Nicky Snyder

Mid Atlantic is Proud to Introduce our 401(k) Composite Benchmark Report: Press Release Available at no charge to current customers, the Mid Atlantic Trust Company’s 401(k) Composite Benchmark provides in-depth analysis of investment data from over 28,000 401(k) plans. The tool, which […]