ReformIS’ strength is in its real-world, hands-on experience of working in the asset management and hedge fund sector; combining business knowledge with technical know-how and ensuring that our consultancy services always meet the needs of our clients to deliver both quality and value.


ReformIS services encompass the entire lifecycle of business change – from ideas to implementations – as the following sections reveal.


Business Consultancy

Our business consultancy brings together a wealth of global investment management experience to help our clients broaden their business opportunities, both in the UK and overseas. We offer a wide range of business services to suit specific needs with each one dedicated to achieving results. Business Consultancy Services include:


  • Programme and Project Management
  • Business Analysis
  • Data Analysis
  • Test Management
  • Change Management


ReformIS have a long history of successfully delivering business consultancy services, achieving a positive impact for clients large and small. Our clients have benefited tremendously from our services, achieving real improvements in efficiency, reduction of operational risk, financial performance and growth. Our PRINCE2 and Agile accredited managers have delivered individual projects and programmes of work, both large and small, for a wide variety of subject matter areas from front to back office. Our analysis consultants are highly experienced and are qualified to the Investment Management Certificate (IMC) standard.


ReformIS work with clients at both the executive and operational level. We bring a unique combination of thought leadership aligned with key delivery skills, prompting consideration of new concepts and ways of working, which bring increased revenue, profitability and cost efficiencies, as well as reduced operational risk. Our consultants are also able to provide a hands-on approach that sees us working closely with operational teams to embed new concepts firmly and at the earliest stage possible.

Systems Consultancy

Our systems consultancy focuses on the tools of the investment management trade and their integration into an efficient systems architecture for our clients. A key element of our work is to identify effective use of technology across all investment management disciplines, whether it be front office order management, performance and risk, enterprise data management, or business intelligence reporting.


New technologies, platforms and tools come to market with increasing frequency. Determining which combination of technologies can meet your current needs and allow for future growth is a complex process. Our consultants can map business processes onto an existing architecture, revealing any bottlenecks that are constraining the business. ReformIS consultants can review existing workflows and work practices leading to recommendations on:


  • Improving processes and procedures
  • Identification of better tools to enable greater productivity
  • Alternative system architectures
  • Justification of transition costs against business benefit
  • Implementation of a change programme


Whilst valuing our strategic partnerships with system vendors, ReformIS remains independent and can bring to bear all of our consultants’ experience in leading investment management systems and architectures to fulfil your requirements.

Technical Consultancy

Our technical consultancy services are where ReformIS consultants get their hands dirty. Due to our intensive consultancy technology training programmes, we can offer unique project delivery technology consultants who are business qualified (IMC), formally aligned with key development technologies (e.g. Microsoft .NET) and formally appointed implementers of market leading vendor technology products (e.g. Markit EDM, SAP-BusinessObjects).


These specific technologies are key features of many leading investment management client IT architectures and our strategic partnerships enable ReformIS to implement an optimal solution for any project in a rapid timescale. ReformIS are also able to utilise other key Microsoft collaboration technologies, such as SharePoint, which can extend any initial solution into a wider technical environment quickly and easily.


Technical Resourcing

Some clients turn to ReformIS consultants because the specific problem, business opportunity, technology, or solution is outside their realm of proficiency. Many clients simply don’t have the in-house expertise required for a specific project. Alternatively, some clients have the in-house expertise and may even have their entire solution designed and ready to go – they just need additional resources to get the work done. In each of these cases, ReformIS consultants can deliver the technical expertise and business sector skills required to make your project a success.


Application Development

As a consequence of our business and systems consultancy work, it is often the case that a bespoke software application is required to address a client’s business requirement. In recent years we have had particular success in developing applications for asset managers and hedge funds using the Microsoft .NET toolset.


ReformIS is a Microsoft Silver Partner having attained the Data Platform competency. The award indicates that ReformIS consultants are reliable and experienced in working with Microsoft technologies, many of them having Microsoft technical accreditations. This has been achieved through the hard work and technical excellence of our consultants and recurring positive feedback from our clients. Being a Microsoft Partner also provides ReformIS superior access to Microsoft resources with which to better serve our clients needs.


ReformIS have performed bespoke application development projects both on client site and off site from our London office depending upon client needs.


Managed Support Service

ReformIS has been running a managed support service from our London development office since 2005, and have the technical and logistical infrastructure required to operate this service effectively. The main features of our managed service solution include:


  • Migration-In process – On-boarding the support service
  • Single point of contact helpdesk
  • Managing Product Change – for application defects and enhancements
  • Tailored Support Model – call-off / time and materials / fixed price
  • Tailored Service Level Agreement – response times and escalation paths
  • Expert resource pool
  • Software release management

Project Management

Good project management is essential to bringing projects in on time and within budget. Business and IT projects often require a substantial financial and resourcing commitment and good project management advice early on. Sound on-going management throughout the project helps to avoid many common project pitfalls.


ReformIS has PRINCE2 and Agile accredited programme and project managers with experience of successfully delivering solutions across the investment management landscape. Our specialist project managers provide the clear direction and communication needed to ensure project success.


If your business is beginning a new programme or project, or you have concerns over how an existing project is progressing, ReformIS can provide you with project management advice and services to ensure you achieve the project goals.