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MackeyRMS Achieves Key Milestones in 2018
January 15, 2019

BOSTON — (Jan. 15, 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, cemented its place as the leading provider of next-generation research management software (RMS) in 2018, doubling investment management clients’ assets under management (AUM) to over $2 trillion. MackeyRMS is used by institutional asset managers and asset owners across the Americas, EMEA and APAC regions.

The company achieved record-breaking revenue and its seventh consecutive year of profitability as institutional investors made the move to Mackey in search of more powerful, automated and mobile research tools.

Key wins of note in 2018 included Mackey’s ongoing global expansion with its first-ever clients headquartered in mainland China and continental Europe, large asset managers buying third-party RMS for the first time, the addition of several of the world’s most established hedge fund managers, and successful migrations from both established and startup RMS competitors.

“We have seen an increasingly strong appetite for RMS from both investors who are brand new to research management software as well as clients of legacy RMS providers and outdated internal systems looking to modernize their front office toolkit,” said Will Keuper, VP, International at MackeyRMS. “Heavy demand continues in 2019 amid a changing regulatory environment and an increased emphasis on transparency across the investment enterprise.”

On the product front, MackeyRMS users were treated to a host of new features and upgrades in 2018. Analytics functionality aimed at helping clients extract valuable insights from their pre-trade data, social tools for enhanced collaboration across the platform, new integrations with Box, OneDrive, and Slack, and numerous productivity apps for iPad and iPhone were deployed as part of Mackey’s ongoing commitment to engineering RMS befitting the modern analyst.

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About MackeyRMS

MackeyRMS is a provider of SaaS-delivered research management software engineered to optimize the way analysts and portfoliomanagers generate, share, debate and act on investment research conducted for actively managed portfolios. Relied upon as a singlesystem of record for research supporting the investment process, MackeyRMS is used by many of the world’s leading investmentmanagers 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.