About eRFP
eRFP is a cloud-based request for proposal (RFP) management solution designed for institutional investors. It offers mandate management, user proposals and purpose proposals.
eRFP features an advisor search portal, which enables users to add vetted investment advisors to RFP documents.
eRFP also features virtual guidance, which provides users a step-by-step guide for creating proposal documentation. The product also features an advisor collaboration portal, where advisors and committees can discuss the details of a proposal.
Users can search sample RFP questions from a repository and include them in proposals. The solution is able to generate due diligence documents, which provide committees with required documentation for vetting proposal content such as...
eRFP Pricing
Pricing is customized based the RFP type, frequency and size.
Starting price:
eRFP pricing is available upon request.
Free trial:
Available
Free version:
Available
