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Capital IQ and Tamale RMS data available via single dashboard

Advent Software, a provider of software and services for the investment management industry, is making Capital IQ and Tamale RMS data available via a single dashboard view.

The new dashboard combines fundamental and quantitative company data, offered by Standard & Poor’s Capital IQ, with the investment firm’s own proprietary research data through Tamale RMS.

The integration aims to help investment professionals to more effectively analyse companies across sectors, industries, portfolios and watch lists to quickly focus on investment opportunities with the highest potential return.

The Capital IQ platform is a web and Excel-based research product that combines information on companies, markets, and people worldwide. The platform offers a range of information on the public and private markets, equity and credit analysts, consultants and advisers, corporations, investment bankers, private capital firms and research analysts.

Tamale RMS is a research management solution that helps portfolio managers and analysts organise and share their research in order to manage more investment ideas. The solution, which is used by more than 2,500 investment professionals around the world, organises information around the workflow of each investment professional or team and brings unparalleled efficiency and organisation to the research process.

"Enabling our users to view Capital IQ’s data alongside their internal research in Tamale significantly enhances the investment process," says Alan Katz, managing director of investment management at Capital IQ. "We are pleased to feed our data into the leading RMS product in the market to deliver even more value to investment professionals worldwide."

"We are excited to be working closely with Capital IQ to give our mutual clients an integrated view of their proprietary data in Tamale, combined with Capital IQ’s world-class financial data," says Mark Rice (pictured), senior vice president and general manager of Tamale at Advent. "The combination brings critical pieces of quantitative and qualitative information together to allow clients to quickly drill down to what data is important and make fast, informed decisions."

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