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Investment Management Software Provider

Open

State & Local

Response Deadline11/17/2026, 02:00:00 PM HST

Contract Overview

Solicitation details, issuing organization, response deadlines, documents, and interested companies for this government contract opportunity.

General Info

Agency

Hawaii → Department of Budget & Finance

NAICS

513210 - Software Publishers

Place of Performance

HI, USA

Set-Aside

NONE

Documents

This scope was carved out of 27-001.

The full solicitation package (2 documents), including the RFP, is on the prime solicitation, not on this scope.

View the prime solicitation

Investment Management Software and Product Support Services

AI Contract Breakdown

Uniform Contract Format

No documents to break down

The breakdown needs solicitation documents. None were found from this contract's source.

Timeline

PostedNov 10

subcontract

Response DeadlineNov 17

Submission deadline

Response Deadline

11/17/2026, 02:00:00 PM HSTin 7 days

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Organization & Contact Information

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AgencyHawaii → Department of Budget & Finance

ContactsNo contacts available

OfficeN/A

Organization / AgencyHawaii → Department of Budget & Finance

Office AddressN/A

ContactsNo contact information available

Full Description

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Supplies investment management software for prime contractors on Employees' Trust Funds of Hawaii projects. Provides portfolio exposure tracking, historical analysis, and private market management for Private Equity, Private Credit, and Private Real Assets. Includes Manager CRM and Workflow/Task Manager for fund due diligence. Must comply with Hawaii state tax and labor laws. Delivers a fully licensed and operational software platform.

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Investment Management Software and Product Support Services

Solicitation # 27-001

The Employees' Trust Funds of Hawaii, under the Department of Budget and Finance, is soliciting quotes for investment management software and accompanying product support services via RFQ No. 27-001. The requested software must be capable of utilizing artificial intelligence to enhance workflows and analyze data while strictly maintaining confidentiality. Performance will take place in Oahu, Hawaii, and the successful vendor must adhere to professional quality standards and accreditation generally accepted in the field. Contractors must demonstrate strict compliance with various Hawaii Revised Statutes, including the General Excise Tax Law, Employment Security Law, Temporary Disability Insurance, and the Prepaid Health Care Act. Required certifications include a tax clearance certificate from the State of Hawaii and the IRS, a general excise tax license, and a certificate of compliance from the Department of Labor and Industrial Relations. Payments are processed upon the submission of original invoices certifying that services were performed according to the contract terms. The state maintains the right to suspend the contract at any time for any reason upon written notice.

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