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MackeyRMS: Cutting Edge Technology Meets Investment Research Management
January 25, 2017

Editor’s note: Efficiently managing the flow of both proprietary and external research is an age-old challenge for the investment industry, especially as compliance requirements have grown more complex. 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 that aggregates and organizes research content while also being highly portable, collaborative and device-agnostic.

Elevator Pitch: MackeyRMS is a SaaS-based research management software optimized for investment professionals. Highly automated and ultra-portable, MackeyRMS works with users’ existing devices and applications to seamlessly aggregate and organize both external and proprietary research content.

Tell us a bit about your company and what it does?

Mackey Research Management Software (RMS) was conceived and developed by veterans of the hedge fund, enterprise software and cloud computing industries.

We recognized that legacy research management software lacked features suited for today’s modern analyst. The MackeyRMS platform is extremely automated, mobile, and user friendly. In a nutshell, our primary goal is to simplify the research process by removing unnecessary steps. MackeyRMS is an extremely intuitive solution allowing investment professionals to focus on finding the right investments much quicker and more efficiently.

In particular, our software provides file sharing and collaboration capabilities on a single, web-based platform that offers real-time compliance monitoring, a mature CRM database, and allows users to sort threads by ticker, topic, timeline, contact, keyword and more – all automated and accessible with notes, contacts, models, events, documents and conversations. It’s both comprehensive and efficient.

How is your company different than others in the same space?

MackeyRMS differentiates with best-in-class automation, mobility, and usability. We have also streamlined the data migration process, and we’re the only provider in the industry with significant experience migrating clients from legacy RMS platforms.

What is your revenue model?

Annual seat licenses.

Who is your target market?

Hedge Funds, Asset Managers, Allocators

Why are you and your team capable of succeeding?

Our team consists of veterans of the hedge fund, enterprise and consumer software industries. We are hedge fund workflow experts, working with many of the world’s largest and most respected managers. We understand the difficulties faced as they attempt to support modern analysts and portfolio managers.

What is your company’s next target/milestone?

We recently announced major updates to our overall user interface and experience. The re-imagined platform boasts improved usability, automation and mobility, allowing clients to more efficiently multi-task throughout the system. We are in the midst of overhauling our full-feature apps for iPad and iPhone, and are working on client-driven functionality related to MiFID II and a very fluid regulatory environment.

We continue to listen to client feedback, and don’t hesitate to act on it. Our team is constantly deploying new updates and improvements, as our SaaS platform allows for speedy deployments to customers.

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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.

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