Mid Atlantic Capital Group

Overview

Archie's take

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.

Ideal Customer Fit

Company Size

Check if Mid Atlantic Capital Group is a good fit for your needs

This information is provided by Archways for guidance purposes only. While we strive for accuracy, specific details may need to be confirmed with the vendor.

Small

Mid

Enterprise

Best for

•RIAs and broker-dealers managing multiple client accounts who need integrated custody, trading, and reporting.
•Firms seeking to outsource back-office operations and compliance to a trusted provider with deep industry experience.
•Advisory teams looking for a platform that supports a wide range of investment products and complex portfolio structures.

Other considerations

Support Complexity

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.

Team Structure

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.

Volume

Designed to handle high account volumes and complex portfolios; ideal for firms with growth ambitions or those already managing hundreds of client relationships.

Snapshot

Use Case

Conversational support, onboarding, automation

Best for

SaaS, fintech, PLG, high inbound support

Team Size

5-500 agents

Support Channels

Chat, in-app, email, social

Pricing

Contact sales to get pricing information

Mid Atlantic Capital Group

Overview

Archie's take

Ideal Customer Fit

Company Size

Best for

Other considerations

Support Complexity

Team Structure

Volume

Snapshot

Use Case

Best for

Team Size

Support Channels

Pricing

FAQs

What types of investment products can be managed on the Mid Atlantic Capital Group platform?

Does Mid Atlantic Capital Group offer integrated compliance and reporting tools?

How does the platform handle data migration from other custodians or platforms?

Can the platform integrate with popular CRM or financial planning tools?

What security and compliance features are built into the platform?

Is the platform scalable for firms experiencing rapid growth or M&A activity?

What kind of back-office support does Mid Atlantic Capital Group provide?

How customizable is the client reporting functionality?

Are there any recent updates or new features added to the platform?

What are the main competitive advantages over other custodial platforms?

What is the typical implementation timeline for a mid-sized RIA?

Does the platform support multi-custodial relationships?