24 February 2018
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ATB Financial rolls out Xeye's WealthManager ASP

23 May 2007  |  2039 views  |  0 Source: Xeye

Xeye, the leading provider of wealth management software and solutions to the financial services industry, is pleased to announce that ATB Financial, a leading, full-service financial institution based in Edmonton, Alberta with assets of $18.8 billion, has chosen Xeye Online, the ASP version of Xeye's WealthManager for their client reporting, performance, and statement needs.

In the past few years, ATB has been very successful, experiencing exponential growth in both assets under management and client acquisition. They needed a client reporting solution that was scalable to well beyond 48,000 quarter-end statements. In addition, the solution needed to become ATB's book of record and efficiently integrate with their current systems, including their back office accounting and performance systems.

ATB selected Xeye's WealthManager because of its ability to easily integrate with multiple systems and amalgamate the data from these systems into professional, personalized client reports and statements, and its proven scalability and reliability. WealthManager meets ATB's current needs, and will easily accommodate expected growth. In addition, the ability to outsource the entire reporting process leaves more time for ATB to concentrate on its core competencies of managing assets and providing superior client service.

"Improving the investment reporting we provide to our clients was high on our list of priorities this year. With the help and solutions provided by Xeye we are delivering industry leading custody statements that include personal rates of return, asset mix, and investment breakdown to all our clients. We expect that the enhancements we've made will only improve upon our already high levels of customer satisfaction." said Steven Stollery, Senior Manager, Marketing at ATB.

"We are extremely pleased that ATB has selected Xeye's WealthManager for their client reporting and statements needs," said Craig O'Neill, President & CEO of Xeye. "WealthManager will help ATB distinguish itself with personalized, high quality reports and statements that will impress clients. I'm also delighted ATB decided to take advantage of Xeye Online. This decision demonstrates that our application and process expertise enables us to partner with customers to deliver faster, more reliable, lower cost business solutions. We look forward to having a long and successful partnership with ATB."

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