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ATB Financial - Request for Proposal - RFP 27.34 Wealth Target Architecture and Operating Model RFP

Solicitation number AB-2026-05631

Publication date

Closing date and time 2026/09/04 10:00 EDT

Status Status Open

Description
The intent of this RFP is to identify a Proponent with whom ATB may enter into negotiations for the provision of consulting services to conduct a Wealth Target Architecture and Operating Model engagement. A focused consulting engagement is recommended to define the future-state Wealth architecture. The purpose of this engagement is to provide a structured, objective assessment that enables leadership to make informed platform decisions before additional investment is committed. ATB Financial is evaluating its Wealth Management technology stack and operating models across various client segments (CIRO and ASC space) (e.g., High-Net-Worth, Mass affluent Wealth, and adjacent offerings). To ensure optimal alignment between onboarding, client experiences, advisor/Investment Counsellor (IC), financial planning, group wealth offering, regulatory, management, performance and client reporting, workflows, and core capabilities across platforms (such as Salesforce, Portfolio Management Systems (PMS), client portal, and onboarding workflows), ATB requires a comprehensive evaluation and target architecture blueprint. The engagement will establish a scalable, efficient, and cost-effective target architecture aligning with modern technology stack, simplifying and ATB architectural principles and operating model that supports ATB’s Wealth Management growth strategy, strengthens business–technology alignment, streamlines platform orchestration.

Contract duration

The estimated contract period will be 1 month(s), with a proposed start date of 2026/11/01.

Trade agreements

  • No trade agreements are applicable to this solicitation process

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Contact information

Contracting organization

Organization
ATB Financial
Address
2100, 10020-100 Street NW
Edmonton, CA-AB, T5J 0N3
CA
Contracting authority
Maria Scott
Email
mscott2@atb.com
Address
2100, 10020-100 Street NW
Edmonton, Alberta, T5J 0N3
Canada
Bidding details

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Summary information

Notice type
Request for Proposal
Language(s)
English
Region(s) of delivery
Alberta
Region of opportunity
Alberta
Contract duration
1 month(s)
Procurement method
Competitive – Open Bidding
Commodity - UNSPSC
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