Consultative, customized solutions tailored to your needs

Through Mid Atlantic, you have access to solutions you need to help you achieve your mission critical business goals.

Across the markets we serve – financial advisory, benefits administration, and financial institutions – Mid Atlantic provides you with products and services that will drive highly efficient, cost effective processes for your business and your customers.

Choose from a full range of products and services that customized for our customers’ roles in the financial industry and their needs.  To learn more about what we can provide specifically for you, follow the link on this page that best describes your role in the financial services industry.

  • Financial Advisors:  Independent brokers, fee based advisors, “hybrid advisors”, wealth managers
  • Benefits Administrators:  401k, 403b, IRA Rollover, other TPA benefits specialists
  • Financial Institutions:  Trust companies and bank trust departments, registered investment advisor/asset managers, hedge funds, broker/dealers

Or if you wish to browse our product offerings topically, just click on the left side menu bar item that describes your areas of interest.

We invite you to see how our products and our sophisticated yet easy-to-use technology can streamline your workflows, and equip you with the tools you need to compete in today’s challenging business environment.