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ATB FINANCIAL has floated a tender for Investment Management System Rfi. The project location is Canada and the tender is closing on 21 May 2024. The tender notice number is 26.03, while the TOT Ref Number is 100950022. Bidders can have further information about the Tender and can request the complete Tender document by Registering on the site.
Procurement Summary
Country : Canada
Summary : Investment Management System Rfi
Deadline : 21 May 2024
Other Information
Notice Type : Tender
TOT Ref.No.: 100950022
Document Ref. No. : 26.03
Competition : ICB
Financier : Self Financed
Purchaser Ownership : Public
Tender Value : Refer Document
Purchaser's Detail
Purchaser : ATB FINANCIAL
Schuler, Chance
Strategic Sourcing Manager
3699 63rd Avenue NE
Calgary, Alberta T3J 0G7
Tel: 7802189058
Email: cschuler@atb.com
Region of Delivery : Alberta
Canada
Email :cschuler@atb.com
Tender Details
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).
Solicitation Number : 26.03
Solicitation Type : Expression Of Interest
Closing Date : 05/21/2024 02:00:59 PM Alberta Time
Agreement Type : NWPTA/TILMA & CFTA & CETA & TCA
Commodity Codes : AZ110252: System Requirements Definition: Science and Technology Related (R&D)
L099J: Financial Advisory/Investment Banking Services
R001A: Business Systems
N7030175: COMPUTER SOFTWARE, BUSINESS ADMINISTRATION/MANAGEMENT, PLANNING, MARKET TRADE AND SALES ANALYSIS, ECONOMICS - OTHER THAN MICROCOMPUTERS
Category : Services
Documents
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