Case Studies

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...

Global Business Intelligence Strategy Study

A large Financial Services company chose Reformis to carry out a Business Intelligence Strategy study, sponsored by their Sales and Marketing channel.

CRM performance and investment KPI dashboard

A new client management team was introduced to a leading Financial Services company and found early in their reign that there were no clear and consistent answers to such basic...

Pension Scheme Data Store and Business Intelligence reporting

Reformis was chosen by the executive arm of a large corporate pension scheme to design, develop and implement a data store and business intelligence reporting platform for all their management...

Global Institutional and HNWI Client Reporting

Our client was involved in an increasingly competitive market and asked us to review their client reporting process as part of a wider business process review.

They saw the accessibility...

Bespoke Large Holdings Regulatory Reporting Solution

Reformis were commissioned by a large international Asset Management company to provide a solution to replace their existing Large Holdings Reporting (LHR) processes.

Solvency II led review of valuation processes

A large UK insurance client was required to review all their existing processes for valuing positions and future assets and liabilities to meet changing requirements imposed by the regulatory authorities...

Unit Dealing Solution for Back Office operations decoupling

Reformis were selected by a large international asset management company to develop a unit dealing system for their Treasury and Performance departments.