Financial Services Portfolio Management Software Replacement Service

Location:

Texas, USA

Posted on:

Nov 4, 2025

Deadline:

Dec 4, 2025

Summary:

Seeking a cloud-based portfolio management software replacement for the financial services department, with investment tracking and ERP integration in Texas.

(1) Vendor needs to provide financial services portfolio management software replacement service.– Financial services department in understanding the market availability, technical characteristics, functionality, and estimated pricing for the replacement of our current portfolio management software.– Cloud–based system.– List of investments on the market – with CUSIP details.– List of investment pools – with detailed activity.– List of CUSIPs.– List of funds.– Ability to update interest schedule.– Possible integration with Tyler ERP enterprise financial.(2) All the questions must be submitted no later than November 20, 2025.

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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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