Basic Information

Reference Number

00004658509

Issuing Organization

ATB Financial

Solicitation Type

RFP - Request for Proposal (Formal)

Solicitation Number

AB-2025-05223

Title

Distribution Portfolio Management System (PMS) Partners

Source ID

SCRIBE

Details

Location

Alberta

Purchase Type

Not Stated

Dates

Publication

2025/08/01 01:09:00 PM EDT

Closing Date

2025/09/05 05:00:00 PM EDT

Contact Information

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.

Disclaimer 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.