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.
"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."