Case Study: Cortina Asset Management achieves centralized, compliant research management and improved client communication with SS&C Advent's Tamale RMS

Cortina Asset Management - Customer Case Study

Cortina Asset Management, a US small‑cap equity manager with $2.5 billion AUM, needed a way to track and manage thousands of company meetings and pieces of research to support its bottom‑up investment process, client reporting and regulatory books‑and‑records. Already using Advent Portfolio Exchange (APX), Axys and Moxy, Cortina adopted SS&C Advent’s Tamale RMS to centralize meeting notes, company reports, emails and presentations into a single organized repository.

SS&C Advent implemented Tamale RMS integrated with APX and Moxy, providing an indexed, searchable research hub that surfaces holdings and trading data within analysts’ workflows. The solution strengthened compliance readiness (supporting SEC and MiFID books‑and‑records), became a client‑facing differentiator in pitch materials, improved client communication without burdening portfolio managers, and enhanced team collaboration—enabling staff to produce tear sheets and cover meetings on short notice—helping Cortina make more informed investment decisions.

Cortina Asset Management

Lori Kaczynski Hoch

Principal and Chief Operating Office