eRFP Software


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 background, purpose, questions asked and members involved.


eRFP - Advisor search
  • eRFP - Advisor search
    Advisor search
  • eRFP - Multiple devices
    Multiple devices
Supported Operating System(s):
Mac OS, Web browser (OS agnostic), Windows 10

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Brian from Credit Union National Association, Inc.
Number of employees: 201-500 employees Employees number: 201-500 employees

September 2016

September 2016

Great product!!!!



Product Quality

Customer Support

Value for Money

Product Quality
Value for Money

A great tool to help with a project that requires coordination and organization. I highly recommend.


A centralized location for maintaining RFP responses. Also allows the comparison of multiple responses at one time.


Navigation can be tricky at first.

Source: Capterra