MackeyRMS Announces Enhancements to its Research Management Platform

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16 October 2018
Boston, MA, United States

New integrations, advanced analytics and social tools further cater to today's modern analyst Read more:

BOSTON, MA / ACCESSWIRE / October 16, 2018 / MackeyRMS, the leading provider of highly automated and ultra-mobile research management software to the investment enterprise, today announced significant enhancements to its platform including new integrations, updated social capabilities and advanced analytics for its clients across the hedge fund and asset management sectors.

MackeyRMS is continuously evolving its platform in order to integrate with new and emerging devices and applications. Just added integrations include Box and OneDrive, enabling clients to seamlessly sync stored files to the firm's custom RMS, as well as Slack, the messaging and collaboration tool where investment managers can now receive real-time, content-rich RMS alerts.

"In an effort to best serve our growing client base of domestic and international firms across the asset management, fund of fund, and hedge fund sectors, we are constantly pushing the envelope when it comes to innovation and fresh integrations," said Chris Mackey, Founder and CEO of MackeyRMS. "This latest wave of enhancements combined with the best-in-class mobility of our platform will better equip today's modern analyst who is constantly on-the-go."

"To further add to our expansion of integrations, iOS users can now push content from any app that has a 'share-to' feature," said Luis Castellanos, VP of Sales. "Our data migration team works with clients to absorb all kinds of content, whether it's via 3rd party APIs or file transfers, portfolio holdings, risk info, flat files from OMS/PMS providers and beyond."

MackeyRMS has also rolled out new analytics and advanced visualization tools in order to help clients extract the maximum value from their data. Clients can now more easily visualize not only where they are spending the most time creating, searching, viewing, or commenting on content, but also how that activity fits with their portfolio holdings or client mandates. Analytics seamlessly tie into existing alerts functionality, available via email, mobile push alerts, in-app alerts, Slack, etc., as well as MackeyRMS' daily email digest. Additionally, through new social capabilities clients can 'like or dislike' and rate submissions to its RMS, enabling greater collaboration and allowing users to easily gauge team reactions to individual research ideas and contributions in real-time.

About MackeyRMS

MackeyRMS™ is leading SaaS-based research management software optimized for investment professionals. With clients on its platform managing over $2 Trillion in AUM, the company is recognized for being highly automated and ultra-portable. MackeyRMS works with users’ existing devices and applications to seamlessly aggregate and organize both external and proprietary research content. For more information, please visit:

Media Contact

Lauren Herman
Caliber Corporate Advisers


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News article details

Capital Markets, Wealth Management
Media Type
Press Releases
Geographic Focus
Asia-Pacific, EMEA, LATAM, North America