CanadaBuys #20127719

Cloud-Based Investment and Loan Portfolio Management Solution for Investissement Québec

Investissement Québec is seeking a comprehensive, cloud-based solution for investment and loan portfolio management. - Government Buyer: - Investissement Québec (provincial economic development agency) - Products/Services Requested: - Integrated investment and loan portfolio management software solution - Must be cloud-based (SaaS or managed SaaS) - Includes all necessary software modules - Professional services for implementation, configuration, and integration - Solution must: - Automate and optimize portfolio administration (opening, modification, disbursement, collection) - Provide robust financial and accounting management - Fully support administration of debt instruments - Value-added: support for equity and quasi-equity instruments (private placements, syndication, junior debt) - Unique/Notable Requirements: - Delivery as SaaS or managed SaaS - All software and services bundled as a single "Solution" - No specific OEMs or vendors named; open to all qualified providers - Period of Performance: - Estimated contract duration is 60 months - Place of Performance: - Investissement Québec offices, primarily in Montréal and Capitale-Nationale (Québec)

Description

This solicitation seeks submissions for the acquisition of an integrated solution for managing investment and loan portfolios, along with the professional services required for its implementation and integration. The solution must optimize and automate processes related to portfolio administration, including opening, modification, disbursement, and collection of files, and provide robust financial and accounting management capabilities. It should fully support debt instruments administration and ideally support equity and quasi-equity instruments, either natively or through adaptation. The solution must be cloud-based, offered either as Software as a Service (SaaS) or Managed Service, with the option for bidders to submit proposals for one or both delivery scenarios.

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