Business and Technical Consultancy to the Investment Management Industry

Our purpose is to provide unparalleled guidance and support to financial institutions, as they navigate their way through regulatory frameworks, technology innovations and strive to minimise operational costs and maximise opportunities. Our depth in the buy-side means you can truly rely on us in times of change.

Global growth

Reformis was founded in 2003 in the City of London, with the aim of bridging the gap between business and technology for the investment management industry. A New York office was established in 2011 to better service our growing North American interests and the Boston office was added in 2017.


Our purpose is to provide unparalleled guidance and support to financial institutions, as they navigate their way through regulatory frameworks, technology innovations and strive to minimise operational costs and maximise opportunities.

Strong vendor partnerships

Reformis has established partnerships with key vendors to the buy-side to strengthen our consultancy offering. We have played a key role in introducing new vendor products into the industry and continue to seek new partnerships to service our clients’ needs.

Our partners

Reformis is an accredited implementation partner of IHS Markit EDM

IHS Markit EDM is the only Enterprise Data Management (EDM) provider to focus purely on the needs of the buy-side.

Their award winning software integrates with existing architecture, providing an accessible, central platform for cleansed and intelligent data. The IHS Markit EDM Suite will manage and enrich the complex data required to feed market leading Order Management Systems (OMS), compliance, accounting and risk systems in a consistent, fully audited environment.

The IHS Markit EDM Suite combines business intelligence and ease of use with a flexible, open architecture. IHS Markit EDM software is used by asset managers, insurance companies and hedge funds with combined AUM in excess of $4tn.

Reformis is an accredited implementation partner of Vermilion Software.

Vermilion Software is a specialist provider in Client Communications, serving the global Asset Management industry with its market leading and award winning product, Vermilion Reporting Suite (VRS).

VRS is a comprehensive reporting solution with integrated Workflow, Process control, Report Generation, Commentary, Data Warehouse, Data Gateway and Web Portal services. VRS empowers client service professionals to create multilingual, graphical and marketing-quality standardised templates that deliver personalised client reports, promoting efficiencies throughout organisations.

With extensive knowledge of both Client Reporting and the Asset Management industry, Vermilion Software sets the standard for implementation, product training and support. Vermilion Software has offices in London, Singapore and Boston.

Reformis is a data and technology consulting partner for Seismic’s Partner Program, Partner Edge.

Seismic is the leading global sales and marketing enablement solution for institutional financial services firms.

Seismic’s platform gives asset and wealth management firms and business banks the ability to deliver the right client content at the right time, facilitating a world-class client experience. With Seismic, marketing teams are automating the personalization and delivery of client-facing materials via machine learning and Seismic’s award-winning LiveDocs® technology, which are automatically accessed by distribution teams at any time, on any device, and always fully compliant, allowing them to spend more time developing and nurturing client relationships.

Headquartered in San Diego and more than 300 employees across the globe, Seismic is privately held by its founding executive team and investment firms General Atlantic, JMI Equity, and Jackson Square Ventures.

Reformis is a partner of Cassini Systems.

Cassini Systems Limited have created an innovative new pre-trade platform for OTC trading that combines risk, limits, fees, margin and collateral in a single set of analytics.

Cassini allows you to do What-If tests on your OTC trades to ensure lowest Initial Margin costs, and also looks for any alternative trade structures such as swap futures that may provide the required exposure at lower cost.

Reformis is a partner of Compliance Solution Strategies for their Accudelta product.

Accudelta is focused on making data work for the widest range of regulatory purposes. We aggregate, reconcile, enrich and quality control information from disparate internal and external sources to ensure your filings and reports are complete, timely and accurate.

In combination with the wider family of MoneyMate Group and CSS products, we offer clients a tailored end-to-end regulatory data solution.

Reformis is a Consultancy Partner with OpenGamma.

OpenGamma is the analytics company dedicated to improving returns for derivatives users through capital efficiency. Regulation continues to increase the cost and capital required to trade derivatives, meaning that users now need to understand a complex web of models in order to trade effectively.

Since its founding in 2009, OpenGamma has provided unparalleled derivatives model expertise, building a client base of the world’s leading financial institutions across clearing houses, banks and buy-side firms.

Simple set-up means clients are up and running within hours, receiving actionable recommendations for immediate savings. With thousands of users depending on the derivatives analytics everyday, OpenGamma helps firms tackle the biggest issues in derivatives trading.

MS Partner Gold 1 line logo

Reformis is a Gold Microsoft Partner in the Data Analytics competency.

Reformis is a Microsoft Gold Partner in the Data domain, with competency in Data Analytics. This partnership shows our commitment to our training program, and providing the best solutions for our clients using industry leading technologies.

Client ReachReformis consultants have serviced clients throughout the UK, Europe and North America.


data management projects


Reporting implementations


Clients serviced globally

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