PlanPlus Selected as Tool of Choice by ATB Investor Services and Alberta Private Client

ATB Investor Services ("ATBIS") and Alberta Private Client ("APC"), subsidiaries of ATB Financial, have selected PlanPlus Planit as the tool its advisors will use to produce financial plans for their clients. Under the agreement, PlanPlus Inc. provides ATBIS and APC with a complete turnkey financial and investment planning solution, including hosting the hardware and maintaining the application.

Press Release - Apr 29, 2016

Calgary, Alberta, April 29, 2016 (Newswire.com) - "ATB is a powerful economic force in Alberta and it brings a wealth of advice and suite of valuable financial services to individuals and businesses in this province" said Shawn Brayman, PlanPlus Inc. President and CEO. "We are thrilled to be associated with an organization that plays such a fundamentally important role in the financial well-being of Albertans, and we look forward to a long and fruitful partnership with ATB."

"ATB Investor Services is excited about rolling this powerful, comprehensive tool out to our advisors" stated Andrew Reed, Managing Director of Transformation and Integration for ATB Investor Services. "We think that equipping our advisors with the tools to help clients map out their financial futures and document the approach used to construct their investment portfolios will deepen relationships with our clients, help them become better investors, and ultimately, increase their chances of reaching their financial goals."

“At Alberta Private Client, the private banking group at ATB Financial, providing world class service to our clients is our number one priority”, states Lisa Murphy, Vice President of Alberta Private Client. “Our clients have complex financial needs and comprehensive financial planning is a must. With PlanPlus, our advisors are equipped with a powerful tool that will help to ensure our clients receive financial planning advice that exceeds their expectations.”

Source: PlanPlus Inc.

Share:

Tags: Alberta Private Client, ATB Financial, ATB Investor Services, financial planning, investment planning, PlanPlus

About PlanPlus Inc.

View Website

For the past 25 years PlanPlus Inc. has been providing innovative investment and financial planning software and training to financial institutions, professional advisors and the general public. PlanPlus Planit has become a global industry leader wit

Elaine Hartjes
Press Contact, PlanPlus Inc.

705-324-8001
PlanPlus Inc.
55 Mary Street, Suite 200
Lindsay, Ontario
K9V 5Z6
Germany
PlanPlus Launches a Canada Wide Financial Planning Awards Competition
PlanPlus is pleased to announce the first annual PlanPlus Canada Financial Planning Awards competition to recognize top financial planners. Winners of the competition will be recognized at the annual CIFPs conference and can proceed on to the PlanPlus Global Financial Planning Awards and compete against planners from North and South America.
PlanPlus Inc. - Feb 24, 2016
Planners From Toronto and Vancouver Win Distinguished Global Financial Planning Awards
Jason Pereira, MBA, CFA, CFP®, FCSI, CIWM, PFP, FMA, a senior financial consultant for Woodgate Financial, IPC Investment Corporation in Toronto was recently selected as the Americas region first place winner of the 2015 Global Financial Planning Awards. Jason will receive an all-expenses paid trip to the Financial Planning Association's (FPA) annual conference to be held in Boston, MA, USA.
PlanPlus Inc. - Aug 10, 2015
Risk Profiling Research Project
The Investor Advisory Panel, the independent committee established by the Ontario Securities Commission, selected PlanPlus Inc. to carry out independent and objective research regarding investor risk tolerance assessment practices that identifies current approaches in Canada and compares them with international best practices and approaches.
PlanPlus Inc. - Jun 30, 2015