RFI for Corporate Action Solution Platform

The Office of Investment Management is seeking a corporate action solution platform to support the automation and end-to-end management of corporate actions processing. The agency needs to integrate this platform with its existing transactional databases and custody systems to enhance data accuracy and streamline entitlement processing. This initiative aims to enable SWIFT-based communication with custodians and ensure timely availability of information for election decision-making. The scope of work covers corporate actions event management and data processing to deliver accurate, validated data with centralized event management and notifications. The requested platform must automate entitlements processing, support voluntary and mandatory events, and provide election workflows with decision support. Additionally, the agency requires workflow automation to reduce manual intervention, alongside KPI dashboards, operational reporting, and analytics for oversight. The system must offer secure access, configurable notification preferences for portfolio managers, and ongoing client support. The agency requires a scalable, configurable, and future-ready platform designed to support growth and operational resilience. Eligible vendors may be located worldwide, and the performance of the work will take place offsite. The agency is looking for budget proposals to determine the cost of the solution. Interested parties must submit their responses digitally via email or online. The source document does not specify key dates or deadlines for this request for information.