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SW-31371 - USA (Maryland) - RFI for Personal Trading and Compliance Software - Deadline March 17,2020

Product (RFP/RFQ/RFI/Solicitation/Tender/Bid Etc.) ID: SW-31371

Government Authority located Maryland; USA based organization looking for expert vendor for personal trading and compliance software.

[A] Budget: Looking for Proposals

[B] Scope of Service:

(1) Vendor needs to provide personal trading and compliance software to provide web-based software to monitor personal trading, manage code of ethics and conflict of interest disclosures and attestations, and possibly gift and entertainment reporting and the release of training documents to staff with questionnaires related to the training include the provision of software, installation, implementation, training, on-going support and maintenance.
- The software must allow registered broker dealers, registered investment advisors and other investment professionals designated by users to provide trading activity through a direct data feed
- must allow more than one brokerage or advisor per user and more than one investment account per user
- fully functional on mobile devices
- allow customizable trading rules.
(2) All question must be submitted no later than February 25, 2020.
(3) A contract period will be for five years.

[C] Eligibility:

- Onshore (USA Only);

[D] Work Performance:

Performance of the work will be Offsite. Vendor needs to carry work in their office location.

Expiry Date : Tuesday, 17 March, 2020

Question Answer Deadline : Tuesday, 25 February, 2020

Category : Software, System and Application

Country : USA

State : Maryland

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