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Investment Management System RFI

Solicitation number 26.03

Publication date

Closing date and time 2024/05/21 16:00 EDT

Last amendment date

Status Status Expired

Description
ATBIM has a need for a new investment management system to advance the capabilities of its front, middle and back office. The scope of work will encompass primary activities of each business line: Investment Fund Manager (Funds), Private Investment Counseling (PIC) and Institutional Portfolio Management (IPM). ATBIM has outgrown its current suite of solutions and is looking for a modern integrated platform with out-of-the box functionality to meet the needs of the front office (incl. portfolio management, portfolio construction, risk analysis, performance analytics, client reporting), middle office (incl. transaction support. trade order management, compliance), and back office (incl. data maintenance, accounting, valuation, shareholder services and custodian reconciliation).

Contract duration

Refer to the description above for full details.

Trade agreements

  • Canadian Free Trade Agreement (CFTA)
  • Canada-European Union Comprehensive Economic and Trade Agreement (CETA)

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Contact information

Contracting organization

Organization
ATB Financial
Address
3699 63rd Ave NE
Calgary, Alberta, T3J 0G7
Canada
Contracting authority
Chance Schuler
Phone
(780) 218-9058
Email
cschuler@atb.com
Address
3699 63rd Avenue NE
Calgary, Alberta, 7802189058
Canada
Bidding details

Full details for this tender opportunity are available on a third-party site

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View full details on third-party site

Eligibility and terms and conditions

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Summary information

Notice type
Other
Language(s)
English
Region(s) of delivery
Alberta
Region of opportunity
Alberta
Procurement method
Competitive – Open Bidding

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