Case Studies

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...

Global EDM and Standard Data Definition Language

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...

Global Security Master and EDM Implementation

A large multi-region Asset Manager looking to consolidate its systems to enhance global vision and growth embarked on a program to select an overall architecture and component systems.

Markit EDM solution enhancements to meet business change

The client had already implemented a Markit EDM solution but new requirements, and alterations to business strategy, meant that amendments to the solution were required to accommodate these changes.

Back Office Outsourcing Data Management in Markit EDM

As part of an enterprise wide programme to deliver a technology and operational infrastructure to support a client’s business strategy, a data management solution was required to meet strategic objectives.

Fund Accounting platform integration using Markit EDM

In order to facilitate a move from the existing Latent Zero front office interim platform to an alternative strategic market leading Order Management System (OMS) platform, a data management solution...

Project Recovery – Security & Issuer Master Implementation

A Large Global Fund Manager undertook the implementation of a Security Master and Issuer Master in an effort to decrease reliance on a data vendor and reduce operational cost.

Security Master Implementation

A Large Global Fund Manager based in New York City undertook the implementation of a Security Master in an effort to:

  • Decrease its reliance on a third party data...

Ad-Hoc Security Request/Response Solution using Markit EDM

In an effort to reduce and track costs, a large Global Fund Services firm required a solution to contain its Bloomberg request and response process. The standard process proposed and...

Security, Issuer and Fund Master for Enterprise Data Warehouse

Our client – one of the largest alternative investment global management firms – undertook the implementation of a centralized Security, Issuer and Fund Master. The intention of the project was...

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