Investment Software System 1 Year Term
Closed State & local contract opportunity Posted
- Solicitation number
- INF-2026-0428
- State
- Texas
- Responses due
Opportunity facts
- Point of contact
-
- Sheri LeBlanc sheri.leblanc@houstontx.gov (832) 393-4367
Opportunity details come from beaconbid.com. Updated .
About this opportunity
The City of Houston is seeking proposals for an investment management software platform for fixed-income portfolios under a one-year term, with proposals due October 22, 2026.
The City's investment program manages a current portfolio market value of approximately $7.4 billion and requires a system capable of handling high-volume, high-value transactions with precision and reliability. The software must provide automated, configurable functionality to reduce spreadsheet dependency, eliminate manual reconciliations, improve workflow efficiency, and strengthen the accuracy and timeliness of investment data. Core requirements include modern automation capabilities, current market pricing integration, configurable accounting rules, and centralized oversight across the City's diverse portfolios. Vendors must submit descriptive literature of the proposed software with their response.
No set-asides, preference programs, contract value range, incumbent contractor, evaluation criteria weighting, or timeline details beyond the proposal due date are specified in the available source materials.
Opportunity text
The City of Houston is seeking an investment management software platform that provides a comprehensive, automated, and configurable environment for managing its fixed-income investment portfolios. With a current market value of approximately $7.4 billion, the City's investment program requires a system capable of handling high-volume, high-value transactions with precision and reliability.The solution must reduce spreadsheet dependency, eliminate manual reconciliations, improve workflow efficiency, and strengthen the accuracy and timeliness of investment data. It should incorporate modern automation, current market pricing, configurable accounting rules, and centralized oversight across the City's diverse portfolios.*Vendors are required to submit with their response descriptive literature of the software.Internal Reference #: PR 10360382 P55
Files
| File | Type | Posted |
|---|---|---|
| Scope of Work Investment Software System.docx | DOCX document | |
| Informal General Terms.docx | DOCX document |
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