Mid Atlantic Capital Group

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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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.

Plan Administrators

We provide industry leading mission-critical services to plan administrators. Our companies service over $70 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 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 10,000 financial advisors and 500 financial institutions on behalf of more than 75,000 customer accounts and one million beneficiaries.

Mid Atlantic Welcomes Smith Financial Group

Posted on August 22, 2017 by Paul Edwards

We are pleased to welcome the Smith Financial Group to the Mid Atlantic family. Located in Dallas, Texas, Smith Financial is a father/son practice consisting of Richard and Chris Smith, along with assistant Mary Ellen Smith. Richard has been in […]

Introducing Executive Vice President of Operations Dan Sterling

Posted on August 11, 2017 by Paul Edwards

Mid Atlantic is excited to welcome Daniel Sterling as its new Executive Vice President of Mid Atlantic Operations. He will be responsible for all brokerage, advisory, custody, and trust operations groups within the company. In this capacity, Dan will oversee […]

Mid Atlantic Hosts Its 2017 National Conference in Phoenix, Arizona

Posted on July 14, 2017 by Paul Edwards

Recently, Mid Atlantic held its 2017 National Partner Conference at the beautiful and elegant Arizona Biltmore Resort in Phoenix, Arizona. In the process, attendees were taken on a trip back in time with a 1930s art deco theme! The […]