PlanPlus selected as tool of choice by ATB Investor Services and Alberta Private Client

Calgary, Alberta, April 29, 2016 - 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 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.”

About ATB Investor Services
ATB Financial (atb.com) is the largest Alberta-based financial institution, with assets of $43.1 billion. ATB offers investment services, as well as retail, business, agricultural and corporate financial services to more than 710,000 Albertans across 244 communities in our province. ATB Investor Services is the wealth management and insurance arm of ATB Financial. Our goal is to sort through the clutter and make investing easier to understand, so our clients can focus on the things that really matter in life. Investor Services is composed of the following subsidiary companies: ATB Securities Inc. that provides a full range of investment solutions and advice to retail customers, ATB Investment Management that manages our Compass Portfolio Series and provides investment counseling services to high net worth and institutional investors, and ATB Insurance Advisors that provides Life, Disability, and Critical Illness solutions for ATB clients. These companies are wholly owned subsidiaries of Alberta Treasury Branches. For more information about ATB Investor Services visit:
http://www.atb.com/personal-banking/resources/Pages/invest.aspx

About Alberta Private Client
Alberta Private Client offers customized world-class financial solutions that help leverage your long and short-term opportunities, build your legacy and manage your day-to-day personal banking needs. From investment services, premium travel insurance and innovative borrowing plans to trust, estate planning, and philanthropic guidance, your dedicated account management team provides sophisticated wealth management strategies that meet your financial needs, no matter how complex they are. One-on-one personal services are enhanced with the distinctive Alberta Private Client debit card that ensures exceptional service at any ATB Financial location. You’ll also have access to a premium Preferred Banking package that offers customized daily withdrawal and direct payment limits, as well as ongoing in-depth reviews of your wealth management portfolio. For more information about Alberta Private Client visit: www.albertaprivateclient.com.

About PlanPlus Inc.
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 with its groundbreaking multi-currency, multi language capabilities, and it is currently used in more than 30 countries around the world. For more information, visit: www.planplus.com

ATB Media Contact:
Barry Strader
Corporate Reporter
Email: bstrader@atb.com
Phone: 780-886-4398

PlanPlus Press Contact:
Elaine Hartjes
Marketing Manager
55 Mary St., Ste 200
Lindsay, ON K9V 5Z6
Email: elaine.hartjes@planplus.com
Phone: 705-324-8001 x 307

This release was published on openPR.