Mid Atlantic Capital Group
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Mid Atlantic Capital Group provides custody, brokerage, trade processing, and financial services technology to over 8,000 financial advisors and 500 financial institutions, serving more than 265,000 customer accounts and one million retirement plan beneficiaries.
Strengths
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Experience
Over 30 years of experience in the financial industry
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Customization
Tailored solutions to meet individual client needs
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Technology
Advanced technology platform for efficient operations
Weaknesses
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Limited Reach
Primarily serves clients in the Mid-Atlantic region
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Limited Services
Focused on investment advisory and brokerage services, with limited offerings in other areas
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Competition
Competes with larger financial institutions with greater resources
Opportunities
- Opportunity to expand services and reach into new markets
- Potential for strategic partnerships with other financial institutions
- Growing demand for financial services presents opportunity for growth
Threats
- Increased regulatory scrutiny and compliance costs
- Volatility in financial markets and economic downturns can impact business
- Risk of cyber attacks and data breaches
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Mid Atlantic Capital Group Plan
Mid Atlantic Capital Group offers a tiered pricing strategy with multiple versions of their platform, ranging from $50 to $500 per month.
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