Case Studies

Centralised Data Management and SFTR Reporting

Our client, a large Swedish Bank, wished to implement a centralised data management and data distribution system as part of their business requirement to set up an in-house data management...

Data Management Advisory

An Investment Manager with approximately $40 Billion AUM, at the time the relationship was established, has ambitious growth plans but recognizes that a range of existing data and process limitations...

Enterprise Data Management Implementation

An Investment Manager with approximately $40 Billion AUM, at the time the relationship was established, has ambitious growth plans but recognizes that a range of existing data and process limitations...

Global Pricing Platform – Delivered Remotely

A large Global Asset Management firm with operations based in Chicago chose to replace its current pricing platform. Responding to the limitations of the current system they wanted to make...

Data Migration for Performance Measurement Data

A global asset manager, with over $130 billion AUM engaged Reformis to create a process to migrate and validate Performance Measurement Data as part of a new project implementation.

Integrating Markit EDM with Seismic’s Surge Schema

In an effort to reduce manual work when generating presentation decks for clients, a large Global Investment Manager required a solution to automatically update Seismic with mastered data from Markit...

Remote Consultancy for Green-Field Markit EDM Implementation

The client, a global investment manager located in California, was embarking on a new Markit EDM managed service implementation as part of a multi-year enterprise data transformation program.

Remote Methodology for EDM Implementation

A global asset management firm selected Reformis, in partnership with IHS Markit, to lead, design, develop, and implement a Security Master project on the Markit EDM platform to support their...

Order Management Solution Integration using Markit EDM

The Markit EDM product (formerly Cadis) was chosen to form a hub consolidating data from a major Asset Manager’s existing information systems and also from new strategic systems that were...

thinkFolio Proof Of Concept implementation

thinkFolio was selected as the tool to support one of our client's Portfolio Management and Order Management operational processes.

Global Financial Operational Reporting and Business Intelligence

Due to the number of disparate legacy financial information sources presently in operation in our asset management client’s global organisation, it was not possible for senior management to gain a...

Business Intelligence Strategy Definition

Reformis Business Intelligence (BI) 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...

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