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PlanPlus Inc.
 

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PlanPlus Inc.

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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.

Calgary, Canada, May 02, 2016 --(PR.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."
Contact Information
ATB
Barry Strader
bstrader@atb.com
Contact
http://www.atb.com/personal-banking/resources/Pages/invest.aspx
PlanPlus
Elaine Hartjes
elaine.hartjes@planplus.com
www.planplus.com

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