Vertical Management Systems Partners With Mid Atlantic

VMS has added Mid Atlantic Trust Company as a trading destination and custody provider within its adviser and TPA network. 

Vertical Management Systems (VMS) announced a new partnership with Mid Atlantic Trust Company, allowing VMS clients new access to Mid Atlantic’s supermarket of mutual funds, exchange-traded funds (ETFs), and tools such as ModelxChange.

“We are excited to offer our services to VMS’s Retirement Revolution ecosystem,” notes Tim Friday, president of Mid Atlantic. “Their modern technology structure allows Mid Atlantic to provide a very cost effective solution to their end-clients.”

New offerings will be delivered to VMS clients via the Retirement Revolution program, described as “a next-generation recordkeeping platform built for today’s demands, with 100% fee transparency, true open architecture and participant-level recordkeeping.” According to the firm, the approach “radically simplifies 401(k) recordkeeping, provides greater operating flexibility and transforms the way forward-thinking organizations manage their retirement business.”  For more information, see

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