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A government agency in Texas issued “Portfolio Management Software” (RFI). Solicitation SYS-3037 closed on December 4, 2025. Eligibility: Only for USA Organization.
The vendor required to provide portfolio management software with functionalities including:
• Cloud-based system
• List of investments on the market – with details
• List of investment pools – with detailed activity
• List of funds
• Ability to update interest schedule
• Reporting functionality with ability to customizable reports and the ability to export in pdf and excel formats.
• Example reports include (not exhaustive):
o Investments by type
o Investment by fund
o Summary by type
o Amortization schedule
o Purchase report
o Maturity report
o Inventory by maturity
• Ability to close a fiscal year
• Possible integration with Tyler ERP enterprise financial (Munis ERP) - not a requirement.
- Questions/Inquires Deadline: November 20, 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-3037) closed on December 4, 2025. See similar open RFPs below.
A government agency in Texas. The buyer's contact and submission details are in the solicitation documents.
Only for USA Organization.
Questions and inquiries must be submitted by November 20, 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.
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