Awarded

Consultancy Support for Investment Platform Implementation

Descriptions

Border to Coast has propositions within Public Listed, Private Markets, and Real Estate asset classes that deliver investment opportunities and management to our Partner Funds, with specific systems in place for each asset class.

As part of our strategy to offer more capabilities to our Partner Funds and a unified approach to investments data within the organisation, we need to implement a platform that enables management of, and insight into, Partner Fund cross-asset investments. We engaged in a public procurement for the platform and are well progressed through that process.

We require consultancy support to assist us with the implementation of the selected system, as set out below. The platform needs to be integrated with our administrator and other third parties to enable us to gain efficiency benefits, manage from the perspective of the whole customer fund, and strategically implement the provision of new capabilities.

Timeline

Published Date :

29th Sep 2025 in a 4 days

Published Date :

20th Jan 2026 16 days ago

Deadline :

N/A

Contract Start :

N/A

Contract End :

N/A

CPV Codes

Keywords

rollout planning

feature enablement setup

deployment scripting

post-install configuration

change management assistance

integration with existing systems

implementation success tracking

Tender Lot Details & Award Criteria

1 Tender Lots

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Workflows

Status :

Awarded

Procedure :

N/A

Suitable for SME :

N/A

Nationwide :

No

Assign to :

Tender Progress :

0%

Details

Notice Type :

Tender

Tender Identifier :

IT-378-246-T: 2024 - 001

Tenderbase ID :

310724019

Low Value :

£100K

High Value :

£1000K

Buyer Information

Address :

Liverpool Merseyside , Merseyside , L13 0BQ

Website :

N/A

Procurement Contact

Name :

Tina Smith

Phone :

0151 252 3243

Email :

tina.smith@shared-ed.ac.uk