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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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.

Notice of New SEC Regulations Regarding Money Fund Reform
Posted on February 2, 2016 by Paul Edwards

Beginning October 2016, SEC-mandated reforms will go into effect, imposing floating NAV rules, fees, and gates on certain types of money market funds. We encourage advisors and money managers to begin preparing for these changes given the time involved with […]

Mid Atlantic Welcomes New 401(k) Sales Director Michael Fillmore
Posted on January 11, 2016 by Paul Edwards

Mid Atlantic Capital Group is pleased to announce that Michael Fillmore has officially joined the Mid Atlantic family to serve as our new Director of Institutional Retirement Sales. Mike has over 20 years of experience in the financial industry and […]

Mid Atlantic Forms New Partnership with Vertical Management Systems
Posted on December 23, 2015 by Paul Edwards

We are pleased to announce that Vertical Management Systems, Inc. (VMS), one of the nation’s leading providers of data, financial networking, and account aggregation technology, has added Mid Atlantic Capital Group to its client roster.  Mid Atlantic will be utilizing […]