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MackeyRMS Adds Integration with Symphony, Slack and Microsoft Teams
October 29, 2019

BOSTON — (Oct. 29, 2019) — MackeyRMS, the leading provider of next-generation research management software, today announced integrations with messaging applications Symphony, Slack and Microsoft Teams. The new integrations enable the seamless capture, sharing and audit of chat collaborations among investment teams about securities and funds within their portfolios.

Symphony, Slack and Microsoft Teams have seen rapid adoption in recent years within the financial services industry, and particularly within asset management firms seeking to modernize and streamline the way investment teams collaborate and communicate. Integration with MackeyRMS, a pioneer in modern, mobile-first financial technology, will facilitate a more structured, fully auditable framework for investment process communications.

These integrations add to the more than 50 financial applications that already seamlessly integrate with MackeyRMS, an investment research management platform unrivaled in its ability to work with users’ existing devices, applications and workflows to aggregate and organize both external and proprietary research content.

“We were founded on the core belief that outdated financial technologies had created fundamental flaws in the way investment teams manage and share insights and intelligence about their investment portfolios,” said Chris Mackey, founder and CEO of MackeyRMS. “To address that problem, we engineered a platform that mirrors the way teams work today and has the built-in flexibility to adapt when new technologies and workflow preferences emerge. These latest integrations are a part of that continued mission.”

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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.

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