Des Moines Ionwave #K26-277

City of Des Moines Solicits Investment Management Software and Support Services

This opportunity involves the City of Des Moines seeking investment management software and support services. - Government Buyer: - City of Des Moines, Iowa - OEMs and Vendors: - No specific OEMs or vendors are named; open to all providers of investment management software and related services - Products/Services Requested: - Investment management software (off-the-shelf solutions) - Support services for implementation, training, customer service, troubleshooting, and ongoing support - No specific part numbers or brands are specified - Unique/Notable Requirements: - Solutions must support tracking investments, cash balances, reporting, and integration with general ledger systems - Capabilities should include automated workflows, ERP integration, data import/export, and market pricing/rate tracking - Flexibility for both initial implementation and ongoing service/support - Open to a range of providers and solutions, not limited to a single OEM or brand

Description

The City of Des Moines is seeking information from vendors regarding off-the-shelf investment management software and associated support services. This is a non-binding Request for Information (RFI) intended to gather information and derive a rough cost estimate for acquiring such software and services. The current software tracks investment holdings by individual CUSIP and bank cash balances monthly for reporting purposes. The City is looking for software that can track investments individually, manage cash flow schedules, provide document storage, generate reports, and integrate with general ledger systems while being GASB compliant.

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