back to articles
Announcing Exciting Enhancements to the MackeyRMS Platform
October 15, 2018

At MackeyRMS, we work the way today’s investment analysts work, providing tools that seamlessly fit in to their workflow and device usage, rather than make them adopt a system or process they don’t want. We also understand that no two funds are the same, which is why we place a major emphasis on customization.

In our ongoing efforts to embrace change and not be content with the status quo, we’ve recently made significant enhancement to our platform, which we’re delighted to share with you here.


We aim to fit into your workflow, not the other way around. That’s why we’re always integrating with more devices and applications than anyone else.

We’ve just added integrations with Box and OneDrive, so users of these cloud storage services can easily sync stored files to the MackeyRMS platform. This is important as these services become even more central to how today’s modern analyst works.

Crucially, we’ve also added integration with the messaging and collaboration tool Slack. Slack is quickly becoming a standard part of the daily workflow, and indeed some firms even require its usage for internal communication and collaboration.

We’ve also added the ability for iOS users to now push content from any app that has a ‘share to’ feature to the RMS from an iPhone or iPad device.

These integrations are in addition to those we maintain with Outlook email and calendar, Excel, Adobe, Word, OneNote, PowerPoint, Web Clipper and Evernote, among others. And as we have the ability to work with any API, our data migration team works with clients to ingest all variety of content on an ad hoc basis if it falls outside our standardized integrations.


Being able to mine and analyze large amounts of data quickly is critical in the financial world. That’s why we’ve also rolled out new analytics and advanced visualization tools designed to help clients extract the maximum intelligence from their data.

These tools will help our clients make more informed decisions and get the most value out of data. Due to our best-in-class mobility, usability, integrations, and automation, we can offer our clients a more complete and real-time data set than any other RMS provider.

With that in mind, we’re setting out to tell clients more about their data. If your holdings consist of 80% technology names, but you’re spending all day researching, creating, and consuming content related to healthcare, that can be a problem, one you may not even realize. Through our robust analytics, our platform can let you know.

Easy-to-use visualizations tools also will deliver such insights in a highly consumable fashion. No more poring through rows of spreadsheets; instead, you now have attractive charts and graphics that provide actionable insights. Additionally, our analytics seamlessly tie into existing alerts functionality, such as via email, mobile push alerts, in-app alerts and Slack, as well as our daily email digest.


Additionally, we’ve jumped on the social bandwagon in order to increase collaboration. New social features for liking or disliking entries to the RMS allow clients to more easily gauge team reactions to individual research ideas and contributions in real-time, and the feature will also feed into new analytics tools we’re offering.

This again is part of our ongoing commitment to offer tools to people for the way they want to work, and how they live their lives. We’re very excited about these new features, but of course the innovation doesn’t stop here. We’re always working to make sure the MackeyRMS platform meets the needs of funds today and in the future.

back to articles
About MackeyRMS

MackeyRMS is a provider of SaaS-based research management software engineered to optimize the way analysts and portfolio managers generate, share, debate and act on investment research conducted for actively managed portfolios. Relied upon as a single system of record for research supporting the investment process, MackeyRMS is used by many of the world’s leading investment managers to organize key investment workflows, engender trust from investors, and streamline regulatory and compliance oversight. MackeyRMS is used by institutional asset managers and asset owners across the Americas, EMEA and APAC regions.