San Francisco-based Advent Software has unveiled the latest version of its research management system, Tamale RMS 6.0, and has also tweaked its APX (Advent Portfolio Exchange) Reports platform, which now includes Microsoft Reporting Services.
According to Advent, Tamale RMS 6.0 includes new tools to help investment firms automate the process of capturing, distributing and searching for investment research data. The new platform, available in Q4 this year, features simplified, intuitive navigation and enhanced mobile access ─ iPad native application and HTML5 apps deliver investment research to multiple mobile devices.
New iPad access supports:
• Easy to access, review and navigate the latest research and models.
• Real-time, two-way data and information sharing between the office and colleagues on the road.
• Ability to download and review attachments including MS Word, MS Excel, MS Powerpoint and Adobe PDF files.
• Microsoft OneNote Integration enables investment professionals to work from anywhere and to gather notes (handwritten or typed), drawings, and audio commentaries and share them with other users.
New functions offered by APX 3.0 (available from yesterday) include 14 reports for the vendor's US-based clients, while additional reports will be added in Q4 this year. For Advent's EMEA clients, six reports have been included to meet their unique needs.
APX Reports using Microsoft Reporting Services are built using Microsoft SQL Server Reporting Services (SSRS), a report framework that is included with Microsoft SQL Server.
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