An entity in Massachusetts is seeking a qualified vendor to provide a comprehensive account managed platform. The required services include identifying and negotiating with prime brokers and administrators, as well as negotiating investment manager agreements. The vendor will be responsible for delivering risk and transparency reporting, legal support, compliance monitoring and reporting, and tax reporting.

Additionally, the scope includes coordination and oversight of annual audits to ensure proper governance and regulatory adherence. The selected provider should demonstrate expertise in managing platforms for financial services, and the ability to effectively oversee broker relations, compliance matters, and audit processes.