Account Managed Platform
Overview
Fit Score
Settle Intelligence
Settle helps teams find, evaluate, and respond to public RFPs. We continuously surface new opportunities, score them against your company strengths, and draft proposal responses so you can focus on the work that wins business.
SUMMARY
DESCRIPTION
An entity in Massachusetts is seeking a qualified vendor to provide a comprehensive account managed platform. The required services include identifying and negotiating with prime brokers and administrators, as well as negotiating investment manager agreements. The vendor will be responsible for delivering risk and transparency reporting, legal support, compliance monitoring and reporting, and tax reporting.
Additionally, the scope includes coordination and oversight of annual audits to ensure proper governance and regulatory adherence. The selected provider should demonstrate expertise in managing platforms for financial services, and the ability to effectively oversee broker relations, compliance matters, and audit processes.
Source attribution
This Settle analysis is based on the issuing organization’s public RFP listing.