Case Studies

Reformis Delivers Major CRD Upgrade

A mid-sized Investment Manager located in Washington D.C. was embarking on a Charles River OMS upgrade and needed assistance in running the project. The client also required a technical resource...

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...

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.

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.

Global Order Management System – Proof of Concept

Reformis were asked to provide business analysis resources and specialist product knowledge to deliver the pilot solution for a global Order Management System (OMS), using a market leading vendor product.

Mirrored Accounts solution for parallel funds

Our client wished to introduce a series of new managed accounts and/or leveraged funds based on their existing hedge fund range. It was proposed that each new order raised for...

Fixed Income Front Office System – Vendor Selection

Reformis were asked to provide project management and business analysis resources to a large international asset management company for their fixed income, front-office systems, vendor selection process.

Fair Allocation Forex Trading and Compliance Platform

A niche foreign exchange fund operated by our client was required to conform to new trading restrictions imposed by both their executing brokers and a large proportion of their client...

Bespoke Global Credit and Market Monitoring & Analytics platform

Reformis was commissioned by a mid-sized US based Asset Manager to provide requirements gathering and implementation leadership for a new “greenfield” project (application) in support of their new liquid alternatives...

Bloomberg AIM Implementation

A medium sized London based asset manager found that their current infrastructure and business processes were not sufficiently scalable to enable them to keep up with client demands, preventing them...

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