Tamale RMS Information Kit

Tamale RMS helps investment professionals easily capture, access, and share all the information related to their investment ideas through a solution specifically designed for front offices. Download our Information Kit to learn more about Tamale RMS and the benefits you can gain from a research management solution (RMS). Gain instant access after completing our short form.

• Ironwood Capital Management 
  Ironwood, a fund of funds manager, implemented Tamale RMS to more easily categorize and store information collected over 13 years. “A client may call and ask us about a fund that might not be in our portfolio, but is in our database,” explains Will McClelland, Vice President of Research. “We can pull the information up while on the phone and answer the question much more quickly than we could before.” Mr. McClelland also notes the importance of transparency in the current environment. “From a compliance perspective, it’s very important to have all information on our investments easily accessible.”
  
• Kinderhook Partners
  Learn how independent investment advisor Kinderhook Partners leverages Advent’s Tamale RMS technology to enhance the usability of its vast research database and make better informed investment decisions.
  
• Weitz Funds
  Mutual fund company Weitz Funds needed to be more effective in organizing and sharing the information it gathered on companies—and more efficient in managing the research process itself. “We were looking for a way to organize all our fundamental research so that portfolio managers could easily see what the analysts were working on and understand their thinking,” explains Weitz CFO Ken Stoll. And Advent’s Tamale RMS offered the firm exactly what it was looking for.

White Paper

• Research Management Solutions: Bringing the Benefits of Automation to the Front Office
  Firms that make the strategic move to a research management solution (RMS) stand to realize significant benefits in their front offices. Learn how an RMS closes a critical gap in the investment process and how they drive critical efficiencies. This 12 page guide also identifies key pain points in research workflows and considers the evaluation factors for choosing the best solution for your firm.
• Aite Report: The Rise of Research Management: Man vs. Machine
  Packed with valuable insights on the growing acceptance of research technology, this 28-page report by Aite Group analyst Denise Valentine is a must-read for anyone who deals with investment research.

Video

• RMS Overview
  Watch three short videos discussing the importance of improving research findability, an RMS overview, and how a research management solution builds investor confidence.

Product Demonstration

• Tamale RMS
  Tamale RMS solves the increasing problem of information overload by enabling you to centrally store all of your research-related information and organize it around the investment processes and preferences of your firm. Designed specifically for a front office workflow, portfolio managers, traders, and analysts can search the RMS database and retrieve information without missing any research detail.  See how Tamale can help you better capture, find and share your research today.

Product Information

• Tamale RMS Product Brief
  Explore the components of Tamale RMS and how it integrates and organizes information from disparate sources – around the workflows of each investment professional. See how its intuitive and easy-to-use interface requires minimal learning curve and training costs.
• Capturing the Value of Collaboration
  Breaking down information silos and working cross-functionally can help firms capitalize on opportunities that might otherwise go unrecognized. While firms may always need some degree of separation between internal groups, greater firm-wide collaboration offers a unique opportunity to derive even more value from the organization’s collective knowledge. What is needed is a flexible research management platform which allows firms to adjust access parameters as circumstances warrant. Tamale RMS from Advent Software provides the flexibility for firms to realize optimal collaboration.