Tamale RMSSS&C Advent
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Related Products
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About
Explore new opportunities, navigate market volatility, and deliver exceptional client experiences with the power of Morningstar at your fingertips. Maximize client engagement with the gold standard for long-term investment information. Power thoughtful investment analysis and clearly communicate insights using adaptable technology, built with Morningstar investment intelligence. Meet investors’ priorities with purpose-built portfolios and indexes that channel a long-term ethos. At a time when changing consumer demands and modernization of experiences are a part of every business decision, Morningstar can help you deliver personalization at scale. Discover new ambitions for your practice with innovative ways to engage new clients, expand wallet share with existing clients, and maximize lifetime customer value. Leverage Morningstar as your competitive advantage. Build investments, analytics, and a story-telling engine with world-class investment information.
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About
Modern-day investment managers are overwhelmed by the mountains of information necessary for their investment decisions and due diligence. Research management comes from many sources, making it challenging to find and identify what is really important. With Tamale, our investment research management software, investment teams spend their time collaborating on ideas instead of searching for data. With Tamale RMS, investment managers can easily access contact, firm, fund, and relationship details with quick search capabilities for important records and documents. They can make faster, better-informed decisions with Tamale’s fast and flexible mobile experience. Achieve a disciplined, repeatable due diligence and decision-making process. Tamale RMS is a research management solution purpose-built by and for investment professionals.
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Supported
iPad
Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
Businesses and investors looking for a platform to get insights, time-tested data, research, and investment opportunities
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Audience
Investment managers searching for a complete Research Management platform
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Supported
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
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Company InformationMorningstar
Founded: 1984
United States
www.morningstar.com
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Company InformationSS&C Advent
Founded: 1983
United Staets
www.advent.com/solutions/tamale-rms/
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Alternatives |
Alternatives |
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Categories |
Categories |
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Integrations
AlternativeSoft
Supported
Broadridge 15(c) Board Reporting
Supported
Claude for Financial Services
Supported
FA Solutions
Supported
Fintech Sandbox
Supported
Magnifi
Supported
Molecule
Supported
MoneyGuide
Supported
Nitrogen
Supported
Pontera
Supported
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Integrations
AlternativeSoft
Not Supported
Broadridge 15(c) Board Reporting
Not Supported
Claude for Financial Services
Not Supported
FA Solutions
Not Supported
Fintech Sandbox
Not Supported
Magnifi
Not Supported
Molecule
Not Supported
MoneyGuide
Not Supported
Nitrogen
Not Supported
Pontera
Not Supported
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