Get in Touch
[email protected]
We Accept
Copyright © 2026 RFPPlanet. All rights reserved.
Privacy Policy
Cookie settings
Terms of Use
A government agency in Alberta issued “Distribution Portfolio Management System” (RFP). Solicitation SYS-1915 closed on September 5, 2025. Eligibility: Only for Canada Organization.
The vendor is required to provide distribution portfolio management system (PMS) tool requires core system capabilities to support portfolio management and operational needs characteristic of a $40-$60 billion wealth management firm.
1. Portfolio management:
• Asset selection and allocation
• Model portfolios
• Portfolio construction and optimization
• Portfolio monitoring
• Rebalancing
• Risk analytics
• Performance measurement
• UMA and separately managed accounts (SMA)
2. Order management and execution:
• Trade operations and order management
• STP trade submission
• Electronic trade blotters
• Pre-trade validation
• Trade restrictions
3. Cash management and forecasting:
• Balance reporting
• Cash forecasting
4. Compliance monitoring and reporting:
• Pre-trade monitoring
• Post-trade monitoring
• Compliance reporting
• Compliance rule building
• Audit trail
5. Portfolio administration data services and book of record:
• Post-trade processing
• Position management
• Security master
• Reconciliation
• Corporate actions and proxy voting
• Client referral and transfer
• Integration
6. Management and advisory fees:
• Advisory fees
• Client invoicing
7. Account and client administration:
• Client (statement) reporting
• General reporting
• Dynamic grouping
8. Digital experience:
• Client portal
• Advisor portal
• 8advisor dashboard
9. Future considerations
• Future considerations.
- Contract Period/Term: 3 years
- Questions/Inquires Deadline: August 12, 2025
Ask any question about the RFP and its amendments. Instantly surface schedules, deliverables, compliance items, evaluation criteria, and budget details with 100% source-backed answers.
Quick answers about deadlines, eligibility and submission for this solicitation.
No. This opportunity (SYS-1915) closed on September 5, 2025. See similar open RFPs below.
A government agency in Alberta. The buyer's contact and submission details are in the solicitation documents.
Only for Canada Organization.
Contract term: 3 years.
Questions and inquiries must be submitted by August 12, 2025.
Yes. After purchase, with a subscription or during a free trial, the RFPPlanet AI Assistant answers questions sourced from this RFP’s documents, such as requirements, evaluation criteria and key dates.
Set up free email alerts and get notified when new government and private-sector bids and tenders match your industry and location. Choose daily or weekly delivery.
