Treasury and Securities Financing Platform
Overview
Fit Score
Settle Intelligence
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SUMMARY
KEY REQUIREMENTS
BUDGET
EstimateTIMELINE
Issuance of RFP: May 1st, 2026
Question Deadline: May 13th, 2026
Response Deadline: May 29th, 2026
Demo/Finalist Interviews: August 2026
Projected Commencement of Contract: Upon notification of selection
QUESTION DEADLINE
Issuing Agency
State Of Wisconsin Investment Board
Organization overview and procurement intelligence available on paid plans.
DESCRIPTION
A vendor is sought to provide a comprehensive treasury and securities financing platform to facilitate activities such as financing computation, workflow automation, margin and capital attribution, repurchase agreement lifecycle processing, counterparty risk monitoring, and advanced reporting. The platform must be fully integrable with SimCorp Dimension, supporting the exchange of data including positions, trades, and accounting entries.
Additionally, the proposed solution must have the capability to ingest and normalize data from various sources such as prime brokers, custodians, and margin venues. It should be able to aggregate and allocate borrow costs at the security level across multiple portfolios and accounts and attribute margin usage at the portfolio or account level. The solution must be offered as a fully hosted SaaS on leading cloud infrastructure (Azure, AWS, or GCP), and must guarantee a 99.9% uptime, substantiated by monthly reporting, excluding pre-approved maintenance windows.
Source attribution
This Settle analysis is based on the issuing organization’s public RFP listing.