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Advent Software Announces Issuance of US Patent for Research Management Technology in Tamale RMS

Thursday, September 09, 2010

San Francisco, CA -- Advent Software (Nasdaq: ADVS), the leading provider of software and services for the global investment management industry, today announced that the United States Patent and Trademark Office (USPTO) has issued to it US Patent # 7644088. The patented invention is a key component of Tamale RMS®, Advent's industry-leading research management solution, which enables investment professionals to more easily find and retrieve research related to specific investment queries or topics. The patent, applied for in 2004 with the USPTO, relates to computer based tools that allow investment professionals to associate information with a particular entity upon receipt, and to further facilitate the retrieval, update, and distribution of that information either upon request or in real-time.

Tamale RMS® is the industry's first software solution uniquely designed to help asset managers and analysts organize and share the research data they rely on to make critical investment decisions. The software enables a firm to tag its research, along multiple dimensions, creating a sophisticated matrix of relationships between research items. Tamale RMS® traverses this matrix to intelligently filter huge quantities of research to identify the most relevant information for investment decision making. Through an easy-to-use interface, Tamale RMS® facilitates the retrieval of proprietary and external research, such as financial models, contacts, news, events and essential Web sites. Tamale RMS® allows firms to replace inefficient, disorganized filing systems based on email and shared folders or proprietary applications that require ongoing investment and support.

"Tamale RMS® is specifically designed to support the core activities of investment professionals and enhance the research and investment decision-making process," said John Fawcett, Senior Director, Product Development at Advent. "The issuance of this patent by the USPTO recognizes one of many innovations that make up our unique research management solution. Our investment in the development of Tamale RMS® has enabled us to deliver the advanced tools and solutions that our clients have come to expect from Advent."

About Tamale RMS®

Tamale RMS®, the industry's original research management solution, helps portfolio managers and analysts organize and share their research, in order to manage more investment ideas, more effectively. The solution, which is used by over 2,500 investment professionals around the world, organizes information around the workflow of each investment professional or team and provides features that enhance the research process. Tamale RMS® brings unparalleled efficiency and organization to the research process. 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. Today firms in more than 50 countries rely 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 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.

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