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...

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 Surge

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...

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 Definition...

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.

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