Advent unveils research management system

Advent Software Inc., a software and services provider to investment managers, has launched a new version of Tamale RMS, which centralizes data. The research management system provides portfolio managers, traders and analysts with “the ability to capture, store and find the information they want, in a format they prefer,” Mark Rice, senior vice president and general manager of the Tamale arm of Advent in San Francisco, said in a statement. “In addition, we have completely opened up our platform to allow sophisticated clients to access their RMS data with a direct server-to-server connection and to configure the RMS modules to their needs.” This version provides information that is important to the investment decision-making process, such as research, market data, current activity, exposure, performance and improved access to qualitative and quantitative data. Additional enhancements to Tamale RMS are access to research data on BlackBerry, iPhone or other wireless devices. Also, it provides the ability to send links referencing Tamale notes and files in e-mails or instant messages to portfolio managers and colleagues. Linedata enters partnership with UAT Linedata Services has formed a strategic partnership with UAT Inc. of Denver to provide a cost savings system and to bolster trade compliance for subadvised investment platforms. The collaboration brings users “greater fiduciary oversight and the potential for dramatic cost savings,” Annie Morris, managing director of Linedata Services North America, said in a statement. Users can monitor positions and execute many of their orders through a low-cost brokerage firm as well as create improved regulatory control and enhanced governance. Insurance companies, pension plans, bank trust groups, 401(k) providers, mutual fund companies, foundations and endowments gain improved financial controls over their subadvisers. UAT’s compliance and control system is delivered through Boston-based Linedata’s application service provider.