CanadaBuys #AB-2026-05631

ATB Financial Wealth Management Target Architecture Consulting RFP

ATB Financial is seeking consulting services to define a future-state architecture and operating model for its Wealth Management division. - Government Buyer: - ATB Financial (Canadian financial institution) - Scope of Work: - Consulting engagement to assess and design a target Wealth Management technology architecture and operating model - Focus on client segments including High-Net-Worth and Mass Affluent Wealth - Evaluation of technology stack, onboarding, client experience, advisor workflows, financial planning, group wealth, regulatory compliance, management, performance and client reporting, and platform orchestration - Platforms referenced include Salesforce, Portfolio Management Systems (PMS), client portals, and onboarding workflows - Deliverables: - Structured, objective assessment of current and future-state architecture - Recommendations for scalable, efficient, and cost-effective solutions aligned with ATB’s growth strategy - Notable Requirements: - No specific OEMs or vendors named in the notice - Emphasis on business–technology alignment and support for Wealth Management growth - Contract Details: - Estimated duration is 1 month

Description

This Request for Proposal (RFP) seeks a proponent to provide consulting services for a Wealth Target Architecture and Operating Model engagement. The goal is to define a future-state Wealth architecture to enable informed platform decisions before further investments. The engagement involves evaluating ATB Financial's Wealth Management technology stack and operating models across various client segments to ensure alignment across platforms and workflows. The outcome will be a scalable, efficient, and cost-effective target architecture and operating model supporting ATB's Wealth Management growth strategy.

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