Case Study: Leading healthcare-focused investment manager achieves streamlined research and faster, better-informed investment decisions with SS&C Advent’s Tamale RMS

Leading Healthcare Company - Customer Case Study

Leading Healthcare Company, a New York–based public and private equity investment manager focused on the healthcare and life sciences industries, struggled with a manual research process that relied on massive Microsoft Word “diligence logs.” Finding, organizing and sharing research was time-consuming and inefficient, undermining timely investment decisions. To address this, the firm engaged SS&C Advent and implemented Tamale RMS® to centralize and index research from emails, call notes, attachments and web sources.

SS&C Advent’s Tamale RMS® replaced the legacy Word-based workflow with a searchable, shareable research platform and later migrated the team to Tamale Web for remote access. The firm reports measurable efficiency gains—about 5–10 minutes saved per diligence call and roughly 1–2 hours saved when building financial models—adding up to several hours saved per week across the team. Tamale also improved collaboration, sped access to proprietary diligence during COVID-era remote work, and enabled faster, better-informed investment decisions.