Information de base

Numéro de Référence

00004658509

Organisation émettrice

ATB Financial

Type d’appel d’offres

DDP - Demande de proposition (Formel)

Numéro d’appel d’offres

AB-2025-05223

Titre

Distribution Portfolio Management System (PMS) Partners

Code d’identité d’origine

SCRIBE

Détails

Emplacement

Alberta

Type d’achat

Non-mentionné

Dates

Publication

2025-08-01 13h09:00 HAE

Date de fermeture

2025-09-05 17h00:00 HAE

Information du contact

Savanna Theroux

stheroux@atb.com

Description

ATB has a need for a modern integrated platform with out-of-the box functionality to advance the capabilities of its front, middle and back office. The scope of work will encompass primary activities of ATB’s Wealth businesses (including ATB Wealth and BCV). ATB is in search of an integrated distribution platform designed to meet its extensive portfolio management and operational requirements. The desired capabilities include, but are not limited to, portfolio management, order management and execution, compliance monitoring and reporting, transaction management, performance and risk measurement, robust data management, client reporting, fees and invoicing, and comprehensive client and advisor digital portal functionalities.

Afficher davantage

Dérogation All amendments to the associated notice, including amended documents, plans and specifications (where applicable), are issued on purchasing.alberta.ca. MERX asks that you refer to the purchasing.alberta.ca notice for these amendments. MERX stipulates that potential bidders may also be required to register with the buying authority as a bidder/plan taker. The contact information can be found within the notice abstract.