Specifications include, but are not limited to: The Board of Education requests quotes for a Portfolio Management Software platform which enables the Board to manage its investment portfolio totaling at times up to approximately $1.5 billion. The software should ideally be cloud-based and provide a seamless experience to view dashboards, reports, accounts, current positions and confirmations for all of the Board’s 300+ accounts across approximately eight trustees and banking partners. The software should provide the Board with up-to-date information on transactions and current account balances, updated on a daily basis at minimum. The connectivity should utilize BAI files or other similar files, or host-to-host connections in order to acquire the data from our trustees and banks.