RFI for Investment Management Software

The buyer seeks information regarding current off-the-shelf investment management software and associated support services. To examine funding options, the buyer requires a rough cost estimate for acquiring the software, equipment, and services. The buyer limits eligibility to onshore USA organizations and specifies that the vendor will perform all work offsite. Vendors must submit all questions no later than September 10, 2026. The buyer seeks proposals to establish the budget and provides no further evaluation criteria.