Comprehensive Investment Management System

Location:

California, USA

Posted on:

Dec 31, 2025

Deadline:

Feb 2, 2026

Summary:

California seeks a secure, scalable investment management system with installation, training, and integration for institutional asset owners.

(1) Vendor needs to provide comprehensive investment management system. – Provide a comprehensive investment management system with direct software access for eleven members of the investment team with installation, setup, training, and onboarding included. – Most financial software used by institutional asset owners are built on legacy technology and are unable to address all aspects of managing an institutional portfolio. – Many asset owners amass a collection of point solutions to facilitate their needs. – This results complex and redundant processes that impede efficiency and introduces operational risk. – provide a secure, scalable, and fully supported Comprehensive Investment Management System (CIMS) that integrates the Investment DUE Diligence (IDD), portfolio monitoring and operational processes across the entire portfolio. – The initial implementation will be focused on private markets IDD with subsequent phases for portfolio monitoring and operational processes. – Integrate with custodian systems to have a real time NAV of plan assets. – Automated collection of quarterly reporting and commentary with the ability to search and generate insights from across the entire universe of funds. (2) The contract period will be for three years. (3) All the questions must be submitted no later than January 16, 2026.

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The AI Proposal Manager for winning RFPs.

© 2025 Settle Solutions, Inc. All rights reserved.

Made with ❤️ in SF.

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