NEW YORK — (June 7, 2017) — MackeyRMS, the leading provider of highly automated and ultra-mobile research management software, today announced the launch of a new product designed to simplify and automate the broker voting process. BrokerBallot is a customizable platform that synthesizes and aggregates broker feedback to create a more streamlined process for modern investment professionals.
For too many firms, the broker vote process is mired in inefficiency. Furthermore, as regulatory demands become more complex, investors are facing additional compliance requirements aimed at increasing transparency around their research activities. BrokerBallot simplifies and modernizes the broker vote process through a cloud-based device-agnostic platform that integrates seamlessly into funds’ existing workflow.
“In recent years, funds with nearly one trillion dollars in aggregate AUM have turned to us to manage their research and improve their workflow,” said Chris Mackey, CEO and Founder. “As the regulatory environment becomes more stringent, and as clients equip themselves for a post-MiFID II world, this is a timely addition to our growing product portfolio. BrokerBallot will not only help our clients streamline their broker vote, but will do so without upending their current framework.”
MackeyRMS’ BrokerBallot is the newest tool in the Company’s suite of highly automated, mobile solutions developed to simplify and streamline the investment research process. A mobile broker vote platform accessible through any device or operating system, BrokerBallot syncs directly with Microsoft Outlook™ to allow for company-wide broker feedback on a single web-based platform.
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.