ACCT-26283 - USA (San Antonio, Texas) - RFI for Financial Planning Services - Deadline August 7,2026

Vendor needs to provide financial planning services to the government authority located in San Antonio, TX.• Must be able to provide 4 monthly newsletters with a 12–month archive.• Must be able to provide daily articles published and archived covering market updates, personal finance/retirement, in–depth fund, stock, etf analyst reports, and college savings plans.• Needs to be able to provide daily videos published and archived videos covering market updates, personal finance/retirement, college savings plans.• Needs to be able provide basic to advanced courses for Stocks, Funds, Portfolios and Bonds. Quiz at the end of each level to test knowledge.• Must work with contract to establish authentication methods to provide optimal accessibility for all eligible patrons.• Must be able to interface with all service branch library and websites using industry standard authentication methods to ensure only eligible patrons can access resources from any internet connected computer browsers and mobile devices.• Must work with contract to establish authentication methods to provide optimal accessibility for all eligible patrons.