MackeyRMS, InsiderScore Release NLP 2.0 for the Mackey Investment Research Management Platform
May 17, 2021

Second-generation NLP engine to power smarter search, relevancy scores, and dynamic note summaries for investment teams working in the MackeyRMS platform.

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MackeyRMS Expands Leadership Team with Appointment of Vice President, Customer Success

Sheryl Hawk to lead expansion of group dedicated to maximizing individual, team, and enterprise value for the firm’s rapidly growing global asset manager clientbase.

MackeyRMS Introduces ESG Scorecards to Streamline Investment Selection, Monitoring and Reporting for ESG-Focused Portfolios

The Release of ESG Scorecards Comes as Funds Applying ESG Investment Criteria Topped $1 Trillion AUM in Q2 2020.

MackeyRMS Launches ESG Scorecards

Ratings toolkit includes features to help investment teams grade securities and funds to meet sustainability mandates.

Tech Pros List 15 Jobs That Should Never Be Automated

User experience design should never be automated, says our CTO, Hoony Youn, in this round up of views for top tech leaders.

13 Things Tech Leaders Need to Do to Prepare for Decentralization

With remote working part of the new normal, it's more important than ever that companies boost system and process security while investing in training employees to navigate new risks.

13 Expert Tips to Help Businesses Maintain Their Mobile Apps

Now more than ever it’s important for tech companies to “view mobility as a right and not a privilege,” says our CTO, Hoony Youn.

Mackey Enhances Research Management App for iOS

MackeyRMS iOS v4.0 improves work-from-anywhere capabilities, enhances security features, and improves support for remote investment team collaboration.

The Next Evolution and Debate in the Cloud
Traders Magazine

The cloud. It’s the buzzword that keeps on buzzing. Years after the concept became mainstream, it is still the subject of debates within financial services.

Cutter Associates Spring 2020 Member Meeting

We’re happy to have been a participating sponsor in Cutter Associates’ 2020 Spring Member Meeting series, in which they presented initial findings from their Rethinking Research Management report. To learn more about what was discussed during the event, please contact us at

Apart, But Together Covid19 Relief

We’re honored our team had the opportunity to participate in such a worthwhile cause. Thank you Daymaker and to all of the other organizations who came together to spread hope and kindness during such trying times.

Funds Look Outside for Front-Office Research Management Upgrade
InvestmentNews New Zealand

Almost all large fund managers will outsource investment research organisation duties to third-party providers within the next two years, a new survey has found.

How Disruption Will Change the Asset Management Operating Model
Webinar series

In this webinar with Cutter Associates and Assurance Software, we examine the key operational hurdles asset managers are overcoming in real-time and what technology and regulatory implications you can expect moving forward.

Capital Markets Startups Step Up to Help Wall Street Navigate Pandemic

Ahead of the COVID-19 crisis, markets were already moving towards increased electronic trading across asset classes in response to tighter regulation imposed since the financial crisis and the emergence of a new class of fintech vendors to provide the necessary technology.

Asset Managers Implement Research Management Platforms
Markets Media

Among the asset managers that don’t use a dedicated platform today, 96 percent said their firm was likely to extremely likely to evaluate adopting a third-party system in the next 24 months. All respondents from asset managers who built an in-house system said the same.

Buy-side Ramps up Adoption of Research Management Technology
The Trade News

Asset managers are increasingly looking to research management technology and systems to increase efficiencies and ‘work-from-anywhere’ capabilities, according to a survey from MackeyRMS.

Research Management Platforms Poised for 100% Adoption Within 2 Years
Traders Magazine

Research drives the trading bus. So much so, that asset managers are rapidly implementing dedicated research management platforms as the push to automate investment team workflows expands across the front-office, according to results from the 2020 Investor Survey: Modernizing Research Management report, published today by MackeyRMS.

Survey: Research Management Platforms Poised for 100% Adoption Among Asset Managers in Next Two Years

Improved Team Efficiency, Better Data Security and Work-from-Anywhere Capability Driving Large-Scale User Adoption to Date

15 Strategic Approaches to Budgeting for An IT Team

Planning for the unforeseen is difficult, but Forbes has published a list of recommendations from top business tech leaders, including our own Hoony Youn. His advice? Focus on initiatives that address the shared pain points of individuals, teams and the broader enterprise.

Nine Business Issues DataOps Can Help Solve

Particularly in moments of business disruption, smarter data operations can improve organizational focus, says our CTO, Hoony Youn. Here are several other benefits that dataops can deliver to businesses, as presented by the Forbes Technology Council.

Key Takeaway from The Shoreline Innovation Forum in Melbourne

Next-generation research management technology should be lightweight, integrated, data agnostic, and automate. “It should do more than organize your content, it should bring structure to an unstructured world and help you build the investment story,” — William Keuper, head of product at MackeyRMS, speaking at the Shoreline Innovation Forum in Melbourne last week.

Heard at The FTF Asset Manager 2020 Winter Workshop

“If it’s not in the research management platform, it didn’t happen.” — a key takeaway from this week’s investment team collaboration panel at FTF Winter Workshop. Thanks to the panelists who joined us for a thoughtful discussion about how technology is transforming the way analysts and portfolio managers work together.

Don't Make These 14 Common Big-Data Mistakes at Your Business

Here is a must-have checklist from the Forbes Technology Council for any business looking to tackle big data challenges, featuring sage advice from our very own CTO, Hoony Youn: “Big data is like a big puzzle. In order to solve a big puzzle, you have to work it area by area, piece by piece. There’s no other option.

MackeyRMS Appoints VP of Engineering to Guide Product Development During Period of Rapid Growth

BOSTON — (Nov. 20, 2019) — MackeyRMS, the leading provider of next-generation research management software (RMS), today announced the appointment Dima Rogozin as VP of Engineering, a newly created role. His appointment follows several key hires throughout 2019 to support rapid growth at the firm.

The Search for Efficiencies Gets More Important
Investor Strategy News

‘Mega trends’ in the investment world, such as consolidation among big super funds, do not occur in a straight line, says Rob Brown. And the consequences are predictable. If a firm is going to build a transformational platform, it might find there is not a lot of money available.

MackeyRMS Adds Integration with Symphony, Slack and Microsoft Teams

New integrations deliver a single system of record for investment team communications across the major messaging apps used by investment managers.

Embracing Opportunities to Streamline Business Processes & Workload

Honored to have been asked to speak at Fund Business’s 6th Fund Summit in Melbourne about how modern technology is helping Australian investment teams transform their investment process, remove front-office bottlenecks and spend more time generating good ideas.

Using Technology to Improve Buy-Side Research and Data Management

Honored to have joined Investment Metrics, Preqin, and Cepres at the Freeman & Co. Fintech Conference to discuss how technology is helping to improve buy-side research and data management.

Exciting growth around here! Meet the newest members of #TeamMackey

Excited to announce the addition of several new professionals to #TeamMackey. Get to know who they are and how they are helping out clients improve their research management process.

Mackey Devs Talk Functional Programming with General Assembly

Mackey’s very own Spencer Gaston and Joseph Cho had a blast introducing functional programming to General Assembly’s latest cohort in Manhattan this week.

MackeyRMS Announces Strategic Equity Partnership with Resurgens Technology Partners

BOSTON — (June 25, 2019) — MackeyRMS, a provider of SaaS-based research management technology engineered to optimize the way fundamental analysts and portfolio managers generate, share, debate and act on proprietary investment research, today announced that it has received a significant equity investment from Resurgens Technology Partners.

MackeyRMS Announces UK Momentum

Mackey announces continued growth in the United Kingdom as the company has seen more thank 400 percent growth in UK-based users and revenue since establishing its London office in 2016.

MackeyRMS Announces APAC Expansion

The leading research management software provider names industry veteran Nathan Walker to newly created post.

MackeyRMS Achieves Key Milestones in 2018

The leading Research Management Software Provider Announces Record Year with Clients Now Totaling Over $2 Trillion in AUM.

Announcing Exciting Enhancements to the MackeyRMS Platform

In the asset management and hedge fund sectors, things move quickly and firms always need to be adapting to change. This is especially true in the way investment analysts work. They want to use their own devices and applications, in the office or on-the-go. We've developed our platform to serve this primary end-user demand.

Mackey Shortlisted for 2018 HFM Awards

MackeyRMS gets shortlisted in the Best Data Management Solutions category for the annual US Hedge Fund Services Awards.

Benzinga Global Fintech Awards Profile on MackeyRMS

Benzinga's feature on MackeyRMS in preparation for the Benzinga Global Fintech Awards.

Gaied and Jeffries Join MackeyRMS Engineering Team

MackeyRMS, the leading provider of highly automated and ultra-mobile research management software to the investment management industry, has announced the hiring of Arsani Gaied and Ian Jeffries as Software Developers.

MackeyRMS Announces Integration of ONEaccess’ Corporate Access & Interactions Data

MackeyRMS and ONEaccess, a Visible Alpha company and leading corporate access and research valuation platform, today announced a new integrated solution that allows clients to discover ONEaccess corporate access events and interactions information alongside proprietary investment content already found in MackeyRMS.

Q&A: MackeyRMS's Chris Mackey On A High Tech Fix To Broker Votes

FINalternatives catches up with MackeyRMS CEO and founder Chris Mackey to discuss the company’s new cloud-based, secure, device-agnostic BrokerBallot platform aimed squarely at simplifying and automating the buy side’s archaic broker voting process.

MackeyRMS Launches Mobile Broker Vote Platform, BrokerBallot
Traders Magazine

MackeyRMS, a provider of highly automated and ultra-mobile research management software, announced the launch of a new product designed to simplify and automate the broker voting process.

MackeyRMS Releases iPhone Version 3.0

MackeyRMS, the leading provider of highly automated and ultra-mobile research management software to the investment management industry, today announced the release of MackeyRMS iPhone version 3.0 to the Apple App Store.

Brian Williams Appointed as Director of Technical Operations

MackeyRMS today announced the appointment of Brian Williams to Director of Technical Operations.

MackeyRMS Launches Mobile Broker Vote Platform, BrokerBallot

MackeyRMS today announced the launch of a new product designed to simplify and automate the broker voting process.

Michael Axelrod Joins MackeyRMS's Sales Team

MackeyRMS today announced that Michael Axelrod has joined their NYC office as Customer Success Manager.

Mackey named Top 10 Hedge Fund Software Provider for 2017
Capital Markets CIO Outlook

MackeyRMS today announced that it has been featured as one of the “10 Best Hedge Fund Software Providers 2017” in the special edition of Capital Markets CIO Outlook magazine.

MackeyRMS Announces Schroders as a New Client

Research Management Provider Adds Schroders to Client Roster as Growth Accelerates.

MackeyRMS: Cutting Edge Technology Meets Investment Research Management

The team at MackeyRMS, all hedge fund and software industry vets, is addressing this problem head-on through the use of SaaS-based, real-time research management technology.

Mackey's Rapid Growth Continues in 2016

Company Grows Global Presence by Adding Hundreds of Billions in Client AUM to its RMS Platform in 2016.

MackeyRMS Announces Enhancements to its RMS Platform

MackeyRMS today unveiled major enhancements to its research management software through an updated user interface and overall enhanced user experience.

Keuper Assumes International Leadership Position with Mackey

MackeyRMS today announced that Will Keuper has been promoted to the newly created position of Vice President, International.

Joseph Cho Joins MackeyRMS Engineering Team

MackeyRMS today announced that Joseph Cho has joined the development team as a Software Engineer.

Mackey’s Impressive Growth Continues in 2015

MackeyRMS continues its impressive run in 2015.

MackeyRMS Hires Tamale Sales Veteran Luis Castellanos

MackeyRMS today announced that Luis Castellanos has joined the company as Vice President of Global Sales.

Williams Joins MackeyRMS as Senior Technical Consultant

MackeyRMS today announced that Brian Williams is joining as another early pioneer for the NYC office.

Large hedge funds turning to Boston startup Mackey LLC for research management SaaS
Boston Business Journals

Mackey LLC, a quiet Boston-based startup founded in early 2011, has been profitable since its early days with software-as-a-service which aims to improve the way hedge fund analysts do their jobs, said founder and president Chris Mackey.

Maximum usability
for maximum alpha

Contact us today and let us demonstrate how Mackey can help your investment team Do more of what works