Waterworth Financial Planning Software Subscription

Background
The contract is issued by an agency seeking to enhance its financial planning capabilities through the acquisition of Waterworth Financial Planning Software.

The goal of this contract is to provide a comprehensive software solution that supports financial planning processes, thereby improving efficiency and effectiveness in managing financial resources.

Work Details
The contractor will provide a subscription to Waterworth Financial Planning Software.

This includes access to all features of the software, regular updates, technical support, and training for staff on how to effectively utilize the software for financial planning purposes.

Period of Performance
The contract will be performed from the date of award until May 5, 2026.

Place of Performance
The services will be performed remotely, with access provided to users at various locations as needed.

Bidder Requirements
Bidders must have experience in providing financial planning software solutions and demonstrate capability in delivering technical support and training services.