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.
MAR 06, 2009
By  Bloomberg
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.

Latest News

RIA moves: RWA Wealth Partners strengthens leadership as $8B Procyon widens Northeast footprint
RIA moves: RWA Wealth Partners strengthens leadership as $8B Procyon widens Northeast footprint

The Dynasty Financial partner firm's latest deal in Connecticut adds roughly $600 million in client assets.

Cetera names Richard Vogel to lead Cetera Advisors community
Cetera names Richard Vogel to lead Cetera Advisors community

The giant broker dealer and RIA overseeing roughly $554 billion in AUA has appointed a Merrill and BofA alum to support advisor growth.

Robinhood in talks with regulators over tokenized US equities
Robinhood in talks with regulators over tokenized US equities

Firm's CEO is confident SEC can approve without legislation.

Five-person Raymond James team jumps to Janney in Maryland
Five-person Raymond James team jumps to Janney in Maryland

The group led by a 37-year industry veteran brings $470 million in assets to the Philadelphia-based broker dealer.

$20B Merit looks to next phase as Constellation takes minority stake
$20B Merit looks to next phase as Constellation takes minority stake

The Atlanta, Georgia-based national wealth firm revealed its new PE partner as prior backers Wealth Partners Capital Group and HGGC's Aspire Holdings exited their investments.

SPONSORED How advisors can build for high-net-worth complexity

Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.

SPONSORED RILAs bring stability, growth during volatile markets

Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.