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New York
10017
Case Studies
ReformIS consultants led a project for the asset management operation of a large international investment management company to design and build a Global Enterprise Data Management system and Data Definition Language....
ReformIS consultants were deployed in the Business Management Global Strategy Team of a major asset manager to restructure the investment parts of the business and engender clear responsibility, ownership and accountability for information....
ReformIS undertook a programme of work aimed at reducing the risks present within an existing process, and provided a new solution that facilitated the scalability necessary for ‘Mirrored’ funds to be greatly increased in number. ...
ReformIS assists a large multi-region Asset Manager to consolidate its systems into a consistent set of front-end applications, supported by a common Enterprise Data Management layer and global Security Master to decouple a wide variety of back-office solutions....
ReformIS undertook the analysis, design and implementation of a bespoke fair allocation trading platform and compliance engine for a niche foreign exchange fund. The project was run using the Agile methodology to help analyse existing business processes....
ReformIS was engaged by a large UK insurance client to review all their existing processes for valuing positions and future assets and liabilities to meet Solvency II guidelines....
A large Financial Services company chose ReformIS to carry out a Business Intelligence Strategy study, sponsored by their Sales and Marketing department....
ReformIS were asked to provide project management and business analysis resources to a large international asset management company for their fixed income, front-office systems, vendor selection process....
ReformIS were selected by a large international asset manager, to develop a unit dealing system for their Treasury and Performance departments during a back office operations outsource and decoupling of systems....
A joint ReformIS and Cadis EDM consultancy team implemented a Cadis EDM solution, integrating the client\'s Fund Accounting System with a new, strategic, market leading Order Management System - replacing an interim Latent Zero solution....
Clients
ReformIS have serviced over 30 clients globally throughout the investment management industry, including:
- Tier 1 Global Investment and Asset Managers
- Hedge Funds
- Investment Banks
- Investment Administration Service Providers
- Niche Investment Boutiques
- Pension Fund Management Executives
ReformIS consultants have worked for clients in the following locations:



