Investment Management Software System

The City of Houston is seeking a one-year investment management software system for automated management, pricing, accounting, reconciliation, and oversight of its fixed-income investment portfolios.

City of Houston > Office of the City Controller


General
Open (approved)
INF-2026-0428
Oct 22, 2026 07:00 PM
Oct 13, 2026 06:23 PM
1 year
Invitation for/to Bid (IFB/ITB)
Local
Ask AI about this solicitation
Original Solicitation Links
Contact
sheri.leblanc@houstontx.gov
+18323934367
Description

The City of Houston is seeking a one-year investment management software platform for its fixed-income investment portfolios, which have an approximate current market value of $7.4 billion. The system must provide a comprehensive, automated, configurable environment capable of handling high-volume, high-value transactions accurately and reliably. Required capabilities include reducing spreadsheet dependence, eliminating manual reconciliations, improving workflow efficiency, providing current market pricing, supporting configurable accounting rules, improving the accuracy and timeliness of investment data, and enabling centralized oversight across diverse portfolios. Vendors must submit descriptive literature for the proposed software and complete the Official Signature Page.

Classification Codes
NAICS523940Portfolio Management and Investment Advice
PSC7030ADP Software
Smart Codes
investment management softwarefixed-income portfolio managementfinancial data reconciliation software
Specifications
Supply & Service
No
Timeline
Oct 13, 2026-Release Date
Oct 20, 2026-Questions Due Date
Oct 22, 2026 07:00 PM-Bid Due Date
Oct 22, 2026 07:00 PM-Bid Opening Date
Requirements
Informational
Location
Local Preference:Local Preference
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