Case Study: KuE Capital achieves more disciplined, efficient investment decisions with SS&C Advent’s Tamale RMS

KuE Capital - Customer Case Study

KuE Capital, a Mexico City multi-family office led by Rodrigo Lopez Buenrostro, needed a better way to manage its growing network of fund managers, portfolio company contacts and research beyond generic email and file‑sharing tools. After evaluating options, the firm selected SS&C Advent’s Tamale RMS to centralize relationship data, meeting notes and research for its asset management team.

Using Tamale RMS from SS&C Advent, KuE consolidated contacts with fund records, captured the last 10–15 meetings per contact, and made the firm’s documented investment process and “investment diary” operational. The platform delivered hours of time savings versus folders and emails, improved team collaboration and meeting preparation, and helped KuE apply a more disciplined, evidence‑based investment process for better‑informed decisions.

KuE Capital

Rodrigo Lopez Buenrostro

Head of Asset Management