Offer a turnkey system for customers to be able to search for online investment advice for stocks, bonds, mutual funds and commodities, expert advice, analytics, company research, and daily tracking charts Provide access to Morningstar daily news and research reports on markets and economics, plus professional commentary, and video related to the investment field from financial experts Provide in depth analyst coverage for over 1,500 mutual funds Offer analysis and research on 529 College Savings plans Provide pick lists and model portfolios Allow investors to search for and compare products based on attributes such as classification, ratings, valuation, and profitability Offer educational tools for understanding a wide variety of financial topics and tools such as stocks, funds, bonds, ETFs, and retirement funds Offer financial planning tools, calculators, and advice for life events such as retirement and college expenses Interface that is easy to navigate Customer support available to troubleshoot issues with the service Unlimited, simultaneous Houston Public Library authenticated users, both in house and remote using Houston Public Library card and PIN number using an established library-industry authentication method Ability to provide usage statistics to include daily, weekly, monthly and annual breakdowns, preferably accessible by library staff Proven ability to meet library customer needs 12-month subscription term for service Have ability to register as a vendor with the City of Houston Ability to start service January 1, 2025
