Designed for investment professionals, MackeyRMS quietly and efficiently works with your existing applications, piggybacking your current processes with no behavior change necessary.


Cloud-based, secure, device-agnostic, and designed from the ground up for an optimized mobile experience, our research management solution works where you do, how you do.


Completely customizable and able to evolve with your organization, MackeyRMS synthesizes complete, sortable storylines at your fingertips for real-time investing and compliance monitoring.

"We've used other research management systems in the past, and thought this would be more of the same. I was wrong. MackeyRMS is light years ahead of the competition - it's smarter and more robust than anything out there, and offers automation the other guys aren't even thinking about. It's intuitive, so we were up and running right away and the impact was immediate."

- Analyst, $9 Billion Multi-Strategy Hedge Fund

Robust RMS functionality.

Mackey Research Management Software (RMS) gives your firm a modern edge by seamlessly synthesizing your proprietary research for fully mobile consumption, sharing and collaboration.

  • Firm-wide research, file sharing and collaboration on a single web-based platform
  • Threads sortable by ticker, topic, timeline, contact, keywords and more
  • Mature research contact database
  • Automated and accessible storylines including notes, emails, contacts, models, documents, events, & conversations
  • View Our Explainer Video