About us

About Reformis

Business and Financial Technology consulting for the Investment Management industry

We 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, to bridge the gap between business and technology in the investment management industry. A New York office was established in 2011 to better service our growing North American interests. A Boston office was added in 2017 and a Los Angeles office in 2019. In 2021, an office was opened in Sydney to service our APAC-based clients.


Strong vendor relationships

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

Our services

Reformis services encompass the entire lifecycle of transformational change – from ideas to implementations.

Our long-established business and financial technical consultancies deliver positive change to our clients by utilising the specialist expertise and experience of our consultants.


Business Transformation Consultancy

Reformis have a long history of successfully delivering business transformation consultancy services, achieving a positive impact for clients large and small.

Our clients have benefited tremendously from our services, achieving real improvements in efficiency, reduction of operational risk, adherence to regulation, financial performance and growth. Reformis work with clients at both the executive and operational level. We bring a unique combination of thought leadership aligned with key delivery skills, promoting consideration of new concepts and ways of working.


Financial Systems Implementation

Our technical services are where Reformis consultants get their hands dirty.
Our intensive training programmes produce unique project delivery consultants who are business qualified, formally aligned with key development technologies and formally appointed implementers of market-leading vendor technology products, such as Vermilion and Charles River.

Our implementation specialists focus on the tools of the investment management trade and their integration into an efficient systems architecture for our clients. A key element of our work is to identify effective use of technology across all investment management disciplines, whether it be performance, data or front office management.

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