Case Study: Endowment Capital Group achieves streamlined, efficient research management and stronger investor confidence with SS&C Advent's Tamale RMS

Endowment Capital Group - Customer Case Study

Endowment Capital Group, a hedge fund serving institutional clients such as foundations and endowments, needed a more robust, supported research management system after its custom in‑house solution became costly and difficult to maintain. The firm selected SS&C Advent’s Tamale RMS to replace its proprietary platform and support a concentrated, research‑intensive investment process focused on deep due diligence.

SS&C Advent migrated the firm’s legacy data—including roughly 20,000 notes spanning five and a half years—into Tamale RMS and integrated the platform with Outlook, Word, Excel and market data feeds for real‑time pricing and fundamentals. Configurable templates and dashboards cut client/prospect entry from five–six steps to a single streamlined workflow, improved efficiency across research and investor relations, and made it easy for Endowment Capital Group to demonstrate its disciplined process to prospective investors.

Endowment Capital Group

Nicole Beden

Research Analyst