Advent Tamale RMS® 6.0 Puts Investment Research within Reach

Advent Tamale RMS® 6.0 Puts Investment Research within Reach

Enhanced Automation, Integration, User Experience and Mobile Apps Connect Investment Professionals to Critical Investment Data

BOSTON, MA – AdventConnect 2011 – September 13, 2011 – Advent Software, Inc. (NASDAQ: ADVS), a leading provider of software and services for the global investment management industry, today unveiled Tamale RMS® 6.0.  Tamale RMS® 6.0 includes new tools to help investment firms automate the process of capturing, distributing and searching for investment research data.  Simplified, intuitive navigation and enhanced mobile access ensure investment professionals have access to real-time data and research information they need, from the desktop and from the road. 

High performing investment managers know that high quality research leads to well-informed investment decisions and better returns for investors.  Yet, many firms are encumbered by inefficiencies that hinder their ability to collect, share, access and prioritize the large volume of data investment analysts work tirelessly to produce.  Tamale RMS® is the industry’s first research management solution and provides the investment management industry with a comprehensive solution that brings automation and efficiency to the investment research process. Tamale RMS® helps investment professionals remain focused on investment decision making, instead of spending valuable time cataloging and searching for data. 

“The volume of information investment managers must consider in order to make critical decisions can be daunting. Their clients count on them to make the most well informed decisions possible, often in very short time-frames,” said Ken Jacobson, Vice President and General Manager, Tamale at Advent Software. “Traditional methods of collecting, saving and sharing research data are no longer enough in today’s dynamic economic climate.  With Tamale RMS® 6.0, we have made strides toward making it as easy as possible for firms to capture information from internal and external sources, share information across an organization and access the information they need easily and when and where they need it.”

Tamale RMS® 6.0 will be available in the fourth quarter of 2011 and brings even more power, usability and accessibility to the investment research process.  Tamale RMS® 6.0 helps investment professionals capture, distribute and prioritize research information:

  • Automated email processing provides an intuitive, fast and flexible solution to the tedious task of reviewing and organizing email inboxes. Firms can set individual, team or firm level preferences to auto-categorize and auto-deposit email directly to the firm’s research database or to a temporary holding tank for further review.
  • Enhanced data integration seamlessly brings together proprietary research and market data such as Bloomberg, Factset and CapitalIQ in a format optimized for decision-making.
  • Smart notifications promote more efficient collaboration by enabling users to easily set rules regarding the distribution of and subscription to alerts about research including the topics, sources and companies that are relevant to them.
  • Enhanced filtering helps investment professionals quickly pinpoint the information they need without reducing access to research data.
  • Built in SQL Server integration allows users to build reports to their firm’s – or their own – specifications to easily create, edit, and publish reports.

Enhanced user experience, integration with popular mobile applications and support for a variety of mobile devices within Tamale RMS® 6.0 brings critical research to investment managers’ fingertips: 

  • Configurable workflow enhancements enable firms to easily incorporate consistency and efficiencies in the research process within their established workflows and processes.
  • Enhanced iPad native application and HTML5 apps deliver critical investment research quickly and efficiently on multiple mobile devices.  New iPad access enables:
    • Easy to access, review and navigate the latest research and models
    • Real-time, two-way data and information sharing between the office and colleagues on the road
    • Ability to download and review attachments including MS Word, MS Excel, MS Powerpoint and Adobe PDF files
    • Microsoft OneNote Integration enables investment professionals to work from anywhere and to gather notes (handwritten or typed), drawings, and audio commentaries and share them with other users
    • User-centric navigation makes Tamale RMS® more intuitive and easy to use

About Tamale RMS®
Tamale RMS®, the market’s leading research management system, centralizes a firm’s research and enables investment professionals to spend less time searching for information and more time capitalizing on their ideas. Tamale RMS® brings efficiency and organization to a firm’s research and compliance processes and can be tailored to the varying workflows of each firm to maximize ease of use and adoption.  Tamale RMS® is used by thousands of investment professionals around the world and can be accessed anytime, anywhere – from the desktop or on the road. For more information on Tamale RMS®, visit

About Advent
Advent Software, Inc., a global firm, has provided trusted solutions to the world’s financial professionals since 1983.  Firms in more than 60 countries count on Advent technology to run their mission-critical operations.  Advent’s quality software, data, services and tools enable financial professionals to improve service and communication to their clients, allowing them to grow their business while controlling operational risks and costs.  Advent is the only financial services software company to be awarded the Service Capability and Performance certification for being a world-class support and services organization.  For more information on Advent products visit

Advent, the Advent logo, Advent Software and Tamale RMS are registered trademarks of Advent Software, Inc.  All other company names or marks mentioned herein are those of their respective owners.

Forward-looking Statements
Any forward-looking statements included in this press release involve risks and uncertainties that could cause actual results to differ materially from our expectations. These risks and uncertainties include market conditions and developments, expected benefits of new functions, continued sales of existing products, the successful development, timing, anticipated features, functionality and market acceptance of new products and enhancements, the impact of initiatives by competitors, continued uncertainties and fluctuations in the financial markets and economic conditions and other risks detailed in Advent’s most recent filings with the Securities and Exchange Commission, including, but not limited to, its quarterly reports on Form 10-Q and its 2010 annual report on Form 10-K, copies of which may be obtained by contacting Advent Software at (415) 645-1787 or by visiting Advent’s Investor Relations Web site at

Media Contact:      
Smita Topolski    
Advent Software, Inc.     
(415) 645-1668