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Mid Atlantic Capital Group is best suited for independent financial advisors, RIAs, and broker-dealers who need a robust platform for investment management, custody, and back-office support. Its standout advantage is the breadth of investment solutions and flexible custodial services, making it a strong fit for firms managing diverse client portfolios or seeking to streamline compliance and reporting. However, the platform can be overkill for small practices or those without dedicated operations staff, and its interface and integrations may feel dated compared to newer fintech solutions. Pricing is competitive for mid-sized and larger firms, but smaller teams may find the onboarding and ongoing support requirements a stretch for their resources.
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Implementation requires coordination with Mid Atlantic's onboarding team and can involve data migration, integration with existing CRM or portfolio management tools, and training for staff; ongoing support is solid but may require dedicated contacts for complex needs.
Best suited for firms with dedicated operations, compliance, and client service roles; solo advisors or very small teams may struggle to leverage the full platform.
Designed to handle high account volumes and complex portfolios; ideal for firms with growth ambitions or those already managing hundreds of client relationships.
Conversational support, onboarding, automation
SaaS, fintech, PLG, high inbound support
5-500 agents
Chat, in-app, email, social
Contact sales to get pricing information