VPN: Your Direct Intranet Line to Mid Atlantic

Our VPN, Virtual Private Network, is the proprietary intranet for Mid Atlantic Financial Network. Connect to it from the desktop in your office or your laptop anywhere via Microsoft Internet Explorer or Netscape. You’ll be online to the Lotus Notes-based “Rep Neighborhood” which includes Mid Atlantic news and informational databases. View historical performance information on managed accounts and hedge-fund managers. Print out PDF forms, set up MyStreetscape accounts for your clients, and even invest new money. Download and transmit most internal operations forms — such as check and journal requests — to our operations workgroup.

Advisor CHANNEL®

Advisor CHANNEL® communications software allows downloads of client account information from National Financial to your in-house portfolio management system. In a single daily transmission, you can download portfolio history, balances, positions, prices, and confirmations. Advisor CHANNEL® interfaces with many popular record keeping and portfolio-management software packages, such as:

• Advent Axys
• Dbcams
• Quantech/Relius
• Channel 2.5
• TrustMark
• FDP
• Centerpiece
• InvestLink
• Captools Professional
• IFS

Advent Axys®

Advent Axys® — the leading portfolio accounting and reporting system — is the backbone of the reporting system for Mid Atlantic Financial Network. It brings speed, accuracy, and simplicity to all of your portfolio management functions. Better yet, it’s accessible via the internet.

Noted for the quality and breadth of its report capabilities, Advent Axys® makes it possible for you to automatically link many reports to Excel for advanced analysis and graphical enhancements.