Settle Intelligence
Settle helps teams win more revenue through RFPs. It starts before the RFP lands — surfacing pre-RFP signals, posted opportunities, and buyer movement, ranking the contracts you are most likely to win, then drafting submissions from your approved knowledge and proven wins and checking them for readiness before they go out.
The financial services department in Texas is seeking to replace its current portfolio management software with a cloud-based solution. The new system should support comprehensive investment tracking, including maintaining lists of investments with corresponding CUSIP details, investment pools with detailed activity records, lists of CUSIPs, and funds. Additionally, the software should offer the capability to update interest schedules as needed.
Integration with Tyler ERP enterprise financial systems is also desired to ensure seamless financial operations. Vendors are requested to provide information on available market solutions, including technical characteristics, key functionalities, and estimated pricing. This initiative aims to enhance efficiency and improve portfolio oversight through a modern, cloud-enabled platform.
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