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Funds Management Software and Data Migration Solution

Overview


Business Systems (ERP, CRM & POS)
Missouri, United StatesPosted 1 day agoDeadline: May 26th, 2026

Fit Score


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SUMMARY


Missouri is seeking a cloud-based LIHTC and funds management software platform with full historical data migration, implementation, testing, and Office 365 integration. The system must provide intuitive navigation, strong search functionality, and ongoing maintenance support.

DESCRIPTION


The issuing agency is seeking a vendor to provide a cloud-based funds management software solution along with data migration services. The requested system is intended to support Low-Income Housing Tax Credit (LIHTC) and broader funds management functions, with capabilities for application, allocation, compliance, property management, contact information, funding, financials, and reporting.

The scope includes data conversion and integration from the existing system, including conversion of all historical data. The selected vendor will be expected to deliver successful implementation and testing within the agency's network infrastructure, as well as integration with Microsoft Office 365.

The software should offer a user-friendly, intuitive interface with robust and fully featured search and filtering tools. Annual maintenance is expected to include software patches, upgrades, and installation support. Questions are due by May 14, 2026.

Source attribution

This Settle analysis is based on the issuing organization’s public RFP listing.

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