Award

Investment Management System

FAIR4ALL FINANCE LIMITED

This public procurement record has 2 releases in its history.

Award

01 Apr 2025 at 14:10

Tender

06 Aug 2024 at 15:32

Summary of the contracting process

Fair4All Finance Limited, located in London, has recently completed a tender for an Investment Management System. The procurement process aimed to secure information technology services in the form of a SaaS solution, categorised under CPV code 72222300. This system is designed to assist Fair4All Finance in making sound investment decisions and ensuring accurate portfolio monitoring and reporting. The procurement method was an open procedure, with the tender being finalised as an active award on 15 January 2025. The awarded contract, valued at £229,168, has been granted to PortF.IO Limited.

This tender presents significant opportunities for businesses specialising in IT services and investment management solutions. Companies adept in developing robust SaaS platforms tailored for social impact investments will find this contract particularly beneficial. The solution needs to support comprehensive investment lifecycle management, scalability, and efficient reporting functionalities, making it ideal for firms that can provide high-quality user experience, training, and vendor support. Considering Fair4All Finance's focus on social impact investments, businesses dedicated to ethical and responsible investing will be well-suited to compete and grow through such procurement opportunities.

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Notice Title

Investment Management System

Notice Description

A SaaS solution that will assist the organisation to make sound and effective investment decisions and to facilitate clear and accurate monitoring and reporting across the portfolio to both internal and external stakeholders.

Lot Information

Lot 1

Open procedure sourcing a SaaS for Investment Management.

Options: Initial Term of 3 years with option to extend by 2 years.

Renewal: Please see Tender Documents

Publication & Lifecycle

Open Contracting ID
ocds-h6vhtk-048834
Publication Source
Find A Tender Service
Latest Notice
https://www.find-tender.service.gov.uk/Notice/012312-2025
Current Stage
Award
All Stages
Tender, Award

Procurement Classification

Notice Type
Tender Notice
Procurement Type
Standard
Procurement Category
Services
Procurement Method
Open
Procurement Method Details
Open procedure
Tender Suitability
Not specified
Awardee Scale
SME

Common Procurement Vocabulary (CPV)

CPV Divisions

72 - IT services: consulting, software development, Internet and support


CPV Codes

72222300 - Information technology services

Notice Value(s)

Tender Value
£210,000 £100K-£500K
Lots Value
Not specified
Awards Value
Not specified
Contracts Value
£229,168 £100K-£500K

Notice Dates

Publication Date
1 Apr 202510 months ago
Submission Deadline
5 Sep 2024Expired
Future Notice Date
Not specified
Award Date
15 Jan 20251 years ago
Contract Period
Not specified - Not specified
Recurrence
Not specified

Notice Status

Tender Status
Complete
Lots Status
Cancelled
Awards Status
Active
Contracts Status
Active

Contracting Authority (Buyer)

Main Buyer
FAIR4ALL FINANCE LIMITED
Contact Name
Selina Muir
Contact Email
selina.muir@fair4allfinance.org.uk
Contact Phone
Not specified

Buyer Location

Locality
LONDON
Postcode
E1 7EX
Post Town
East London
Country
England

Major Region (ITL 1)
TLI London
Basic Region (ITL 2)
TLI4 Inner London - East
Small Region (ITL 3)
TLI42 Tower Hamlets
Delivery Location
TLC North East (England), TLD North West (England), TLE Yorkshire and The Humber, TLF East Midlands (England), TLG West Midlands (England), TLH East (England), TLI London, TLI4 Inner London - East, TLJ South East (England), TLK South West (England)

Local Authority
Tower Hamlets
Electoral Ward
Spitalfields & Banglatown
Westminster Constituency
Bethnal Green and Stepney

Supplier Information

Number of Suppliers
1
Supplier Name

PORTF.IO

Open Contracting Data Standard (OCDS)

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The Open Contracting Data Standard (OCDS) is a framework designed to increase transparency and access to public procurement data in the public sector. It is widely used by governments and organisations worldwide to report on procurement processes and contracts.

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