Research Management
Tailor For My Firm
  • Tailor For My Firm
  • Asset Manager
  • Broker Dealer
  • Endowment / Foundation
  • Family Office
  • Fund Administrator
  • Fund of Funds
  • Hedge Fund
  • Independent Advisor
  • Prime Broker
  • Wealth Manager
Make better decisions in less time

Knowledge derived from research is your firm’s edge. A purpose-built, investment research management solution enables you to harness your firm’s collective knowledge and apply it more effectively in due diligence. It provides a centralized repository for capturing, organizing and sharing all your data on companies, sectors and external money managers. You spend less time searching for data and more time deliberating investment ideas. So you can make timely, better informed and thoroughly documented decisions.

TOP THINGS TO KNOW
1
Advent’s research management solution is designed and built by and for investment professionals and tailored to the unique requirements of investment management.
2
An RMS enables you to consolidate research data from disparate locations – shared drives, personal hard drives, spreadsheets, email folders, even paper files – into a central location.
3
Unlike file servers or online storage and sharing services, a true RMS has a flexible structure that makes it easier to locate information and identify relationships among data that might not otherwise be apparent.
4
Using an RMS enables you to demonstrate a repeatable, disciplined investment process to clients and prospects, giving you a competitive edge.
FEATURES YOU'LL NEED
Fast and accurate search and filtering capabilities
Flexible data classification
Indexing and tagging to link related information
One-click capture of email, PDFs, meeting notes, web content and more
Automated email sorting
MORE FEATURES
Security and role-based access
Scalability to handle a growing volume of data
Remote and mobile access for data input and retrieval
Customized reporting capabilities
Calendar and event management for meetings and calls
FEATURED CLIENT STORY
Ironwood Capital Management

This fund of funds manager needed a better way to collect proprietary information and added Tamale to automate the organization of information and provides a central electronic repository for all research data.

MORE CLIENT STORIES
Cortina Asset Management
Mont Pelerin Capital
Next Steps

Want to know more? Talk to one of our solution specialists. No sales pitch, just straight answers. We'll listen and help you determine if our solution fits your needs.

Contact Us

To speak to an Advent representative immediately, please dial: +1 800 727 0605

Or visit our Worldwide Offices page and locate one of our representatives at an office near you.

Email Us: info@advent.com