SW-28247 - USA (California) - Investment Management Software - Deadline November 20,2019

Product (RFP/RFQ/RFI/Solicitation/Tender/Bid Etc.) ID: SW-28247

Government Authority located in California; USA based organization looking for expert vendor for investment management software.

[A] Budget: Looking for Proposal

[B] Scope of Service:

(1) Vendor needs to provide web-based investment management software for the purpose of tracking and reporting the city’s investment activity.
- Investment management software solution must allow for automated data aggregation and reconciliation of daily transaction and holdings data from custodial bank and/or various broker/dealers, must allow data entry for city’s investments for the purpose of tracking investment performance, fund balance, investment earnings, reporting on portfolios that presents accruals to the current date or a future date, year-end reporting, and historical reports reflecting activity that can be used for short and long term reporting needs, must have capability to manage investments such as treasury bills, notes, and bonds; agency bonds; commercial paper; municipal bonds; certificates of deposit; and any other investments the city is allowed under the investment policy, reporting capability to manage government and tax reports, risk analytics to determine exposure by security type, issuer, duration, and credit rating, performance and risk comparison and analysis, reporting functionality to produce graphs and charts for monthly, quarterly, annual, and as needed reporting.
(2) All question must be submitted no later than October 14, 2019.

[C] Eligibility:

- Onshore (USA Only);

[D] Work Performance:

Performance of the work will be Offsite. Vendor needs to carry work in their office location

Expiry Date : Wednesday, 20 November, 2019

Question Answer Deadline : Monday, 14 October, 2019

Category : Software, System and Application

Country : USA

State : California

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