---
title: "Investment Management System"
ocid: "ocds-h6vhtk-048834"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-h6vhtk-048834"
markdown_url: "https://d3tenders.com/contract/ocds-h6vhtk-048834.md"
json_url: "https://d3tenders.com/contract/ocds-h6vhtk-048834.json"
source: "Find A Tender Service"
current_stage: "Award"
buyer: "FAIR4ALL FINANCE LIMITED"
published: "2025-04-01"
---

# Investment Management System

Buyer: FAIR4ALL FINANCE LIMITED  
Current stage: Award  
OCID: ocds-h6vhtk-048834

[View canonical contract page](https://d3tenders.com/contract/?ocid=ocds-h6vhtk-048834)  
[Download OCDS JSON](https://d3tenders.com/contract/ocds-h6vhtk-048834.json)

## Summary

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.

## Notice

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

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Find A Tender Service |
| Latest notice | https://www.find-tender.service.gov.uk/Notice/012312-2025 |
| 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 |
| All stages | Tender, Award |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 1 Apr 2025 |
| Submission deadline | 5 Sep 2024 |
| Future notice date | Not specified |
| Award date | 15 Jan 2025 |
| Contract period | Not specified |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | £210,000 |
| Lots value | Not specified |
| Awards value | Not specified |
| Contracts value | £229,168 |

## Status

| Field | Value |
| --- | --- |
| Tender status | Complete |
| Lots status | Cancelled |
| Awards status | Active |
| Contracts status | Active |

## Buyer

| Field | Value |
| --- | --- |
| Main buyer | FAIR4ALL FINANCE LIMITED |
| Locality | LONDON |
| Post town | East London |
| Postcode | E1 7EX |
| Country | England |
| ITL 1 | TLI London |
| ITL 2 | TLI4 Inner London - East |
| ITL 3 | TLI42 Tower Hamlets |
| Local authority | Tower Hamlets |
| Electoral ward | Spitalfields & Banglatown |
| Westminster constituency | Bethnal Green and Stepney |
| 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) |

## Supplier

| Field | Value |
| --- | --- |
| Number of suppliers | 1 |
| Supplier names | PORTF.IO |

## CPV Codes

### Divisions

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

### Codes

- 72222300 - Information technology services

## Release History

- 1 Apr 2025 at 14:10 - Award - Award Notice - https://www.find-tender.service.gov.uk/Notice/012312-2025
- 6 Aug 2024 at 15:32 - Tender - Tender Notice - https://www.find-tender.service.gov.uk/Notice/024732-2024

## Notice URLs

- https://fair4allfinance.org.uk/
- https://gbsprocure.marketdojo.com/users/current_opportunities

## 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-h6vhtk-048834. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-h6vhtk-048834.json.