Case Study: Cornerstone Advisors achieves centralized manager oversight and improved due diligence with SS&C Advent Tamale RMS

Cornerstone Advisors - Customer Case Study

Cornerstone Advisors, a Bellevue, WA–based wealth manager and multi‑family office overseeing $4 billion in AUM, faced a fragmented manager‑of‑managers workflow where third‑party manager information lived in shared drives, email archives and personal desktops. Needing a central, multi‑user repository to support oversight, compliance and internal audit — and responding to IT pressure to remove data from email systems — Cornerstone evaluated solutions and selected SS&C Advent’s Tamale RMS.

SS&C Advent implemented Tamale RMS (now used as Tamale Web), centralizing all manager data, communications and documents into a single, accessible platform. Cornerstone reports “significant, material efficiency gains,” faster searches (no longer hunting through four or five places), stronger due diligence and auditability, improved board reporting for its funds, consistent data across teams and mobile access for staff on the road.

Cornerstone Advisors

John Canorro

Managing Director, Operational Due Diligence