---
title: "Access to on-line portal for financial advice firms to obtain information from multiple product providers"
ocid: "ocds-b5fd17-b840f5e8-6706-4a4f-82c4-eeb265a2f089"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-b5fd17-b840f5e8-6706-4a4f-82c4-eeb265a2f089"
markdown_url: "https://d3tenders.com/contract/ocds-b5fd17-b840f5e8-6706-4a4f-82c4-eeb265a2f089.md"
json_url: "https://d3tenders.com/contract/ocds-b5fd17-b840f5e8-6706-4a4f-82c4-eeb265a2f089.json"
source: "Contracts Finder"
current_stage: "Award"
buyer: "NATIONAL SAVINGS & INVESTMENTS"
published: "2018-05-23"
---

# Access to on-line portal for financial advice firms to obtain information from multiple product providers

Buyer: NATIONAL SAVINGS & INVESTMENTS  
Current stage: Award  
OCID: ocds-b5fd17-b840f5e8-6706-4a4f-82c4-eeb265a2f089

[View canonical contract page](https://d3tenders.com/contract/?ocid=ocds-b5fd17-b840f5e8-6706-4a4f-82c4-eeb265a2f089)  
[Download OCDS JSON](https://d3tenders.com/contract/ocds-b5fd17-b840f5e8-6706-4a4f-82c4-eeb265a2f089.json)

## Summary

The procurement process was conducted by National Savings & Investments, seeking access to an online portal for financial advice firms to obtain information from multiple product providers. This contract falls under the financial consultancy services category (CPV code 66170000) and is located in London, United Kingdom. The procurement method followed was a direct approach, specifically a single tender action below the threshold, and the award was made on 1 April 2018. The contract period commenced on 2 April 2018 and will conclude on 31 March 2019.

This tender presents significant opportunities for businesses involved in financial consulting and technology service provision. Companies that offer innovative solutions or portals enhancing the accessibility of financial information could find themselves well-positioned to compete. As this procurement was awarded to Adviser Home Ltd, firms capable of providing comprehensive financial advisory services or developing online platforms that facilitate financial transactions may benefit from similar future tenders.

## Notice

Access to on-line portal for financial advice firms to obtain information from multiple product providers

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Contracts Finder |
| Latest notice | https://www.contractsfinder.service.gov.uk/Notice/e958d46d-03d7-40cb-b29d-c418fd20814e |
| Notice type | Award Notice |
| Procurement type | Standard |
| Procurement category | Services |
| Procurement method | Direct |
| Procurement method details | Single tender action (below threshold) |
| Tender suitability | Not specified |
| Awardee scale | Large |
| All stages | Award |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 23 May 2018 |
| Submission deadline | 1 Apr 2018 |
| Future notice date | Not specified |
| Award date | 31 Mar 2018 |
| Contract period | 1 Apr 2018 - 31 Mar 2019 |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | £10,000 |
| Lots value | Not specified |
| Awards value | £10,000 |
| Contracts value | Not specified |

## Status

| Field | Value |
| --- | --- |
| Tender status | Complete |
| Lots status | Not specified |
| Awards status | Active |
| Contracts status | Not specified |

## Buyer

| Field | Value |
| --- | --- |
| Main buyer | NATIONAL SAVINGS & INVESTMENTS |
| Locality | LONDON |
| Post town | South West London |
| Postcode | SW1V 2QX |
| Country | England |
| ITL 1 | TLI London |
| ITL 2 | TLI3 Inner London - West |
| ITL 3 | TLI35 Westminster and City of London |
| Local authority | Westminster |
| Electoral ward | Pimlico North |
| Westminster constituency | Cities of London and Westminster |
| Delivery location | TLI London |

## Supplier

| Field | Value |
| --- | --- |
| Number of suppliers | 1 |
| Supplier names | ADVISER HOME |

## CPV Codes

### Divisions

- 66 - Financial and insurance services

### Codes

- 66170000 - Financial consultancy, financial transaction processing and clearing-house services

## Release History

- 23 May 2018 at 13:01 - Award - Award Notice - https://www.contractsfinder.service.gov.uk/Notice/e958d46d-03d7-40cb-b29d-c418fd20814e

## Documents

- https://www.contractsfinder.service.gov.uk/Notice/e958d46d-03d7-40cb-b29d-c418fd20814e
  23rd May 2018 - Awarded contract notice on Contracts Finder

## Provenance

This Markdown file is an alternate public rendering of the D3 Tenders contract record. The canonical page is https://d3tenders.com/contract/?ocid=ocds-b5fd17-b840f5e8-6706-4a4f-82c4-eeb265a2f089. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-b5fd17-b840f5e8-6706-4a4f-82c4-eeb265a2f089.json.