Investment Reporting and Accounting Solution
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
KEY REQUIREMENTS
BUDGET
EstimateCONTRACT DURATION
TIMELINE
March 18, 2026: Issuance of RFP. The City issues this RFP.
March 27, 2026: Submission of Written Questions are due no later than by 2:00 p.m.
April 6, 2026: Proposal Submission. Proposals are due by 11:00 a.m. via the Procurement Portal.
April 6, 2026: Evaluation. The Evaluation Committee will assess each Proposal and conduct evaluation activities with Companies.
June 8, 2026: Contract Award by Council.
To Be Determined: Services commence. Company begins providing the Services.
QUESTION DEADLINE
Issuing Agency
City of Charlotte
Organization overview and procurement intelligence available on paid plans.
DESCRIPTION
The organization is seeking a comprehensive investment reporting and accounting solution tailored to fixed income investment management. The required solution should deliver robust portfolio reporting, advanced analytics, and investment accounting functionality while ensuring seamless integration with existing systems.
Key features include automated accounting workflows, compliance with regulatory and internal reporting standards, and real-time information and calculations such as market pricing, call dates, and interest payments for investment instruments. The system should include an intuitive dashboard displaying current portfolio totals and breakdowns by investment type, as well as support for API accessibility and integration.
Vendors must also provide a clear data migration strategy and offer necessary implementation support. All questions regarding the RFP must be submitted no later than March 27, 2026.
Source attribution
This Settle analysis is based on the issuing organization’s public RFP listing.