Let’s face it. Software upgrades suck. They disrupt your routine, take forever to get used to, and seldom end up saving you any real time or energy in the long run.

That’s why so many analysts just stick with note-taking apps like Evernote and OneNote to organize research — tools that were never designed for this type of work, but that can, with a little finagling, get the job done. Sort of.

While they may be workable, they’re far from ideal. Because these tools weren’t created to do all of the heavy lifting that an analyst requires, they leave you bearing a heavier load than you should have to in 2017. People don’t even have to wait in line at Starbucks anymore — there’s an app for that. And you can program your home to turn off its lights with a vocal command. Why shouldn’t smart technology also lessen the burden of investment research?

We can talk about technology until we are blue in the face, and yes, we do have great tech (in our biased opinion), but going beyond that, what sets us apart is the fundamentally different way that we approach working with investment managers. Change is hard, so we work to remove barriers and not introduce new disruptions. We work to integrate cohesively with your existing processes, buoyed by best-in-class automation, usability, and mobility.

You’ve been burned before.

Our competitors are naïve enough to think you’re willing to live in their box. They take a one-size-fits-all approach to RMS design, void of any real automation, which we feel misses the mark in an industry where no two funds, and no two analysts, are alike.

Every analyst works differently. You’ve developed your process over the years — it’s important that the RMS you choose works with your way of doing things right from the get-go. After all, in your line of work time is money. It doesn’t make sense to waste a minute of it figuring out how to fit a square peg into a round hole.

Our philosophy is simple: You shouldn’t have to change the way you work — we can tailor our platform to work best for you. We work with more devices and applications than the other guys, and MackeyRMS is customized for each client’s individual needs. It’s more work for us and less work for you — and isn’t that exactly how the client/vendor relationship dynamic should be?

Try tech that won’t make your head spin.

Cutting-edge technology doesn’t need to be complicated. MackeyRMS provides company-wide research, file sharing, and collaboration on a single web-based platform that’s accessible across all of your devices. Created by hedge fund analysts, we know the industry and its pain points. Our RMS is designed to remove steps from the research process – not add them – in order to get the job done quickly and efficiently.

  • Access automated storylines for notes, emails, contacts, models, documents, events, and conversations.
  • View threads sortable by ticker, topic, timeline, contact, keywords — and any other method you find useful.
  • Store valuable network data in a robust CRM that houses sell-side, management, investor, and expert contacts.

What else makes Mackey different?

Our software offers several additional features that sets it apart from the others.

  • It’s a platform, not a website — Offering MackeyRMS on a proprietary platform that interfaces with numerous devices and applications allows us to fully customize its functionality for each client’s needs.

  • Less flash, more function — We take a realistic approach: Build nothing that adds time or steps to your process. If it creates more work, it won’t benefit the team in the long run — so it doesn’t make the cut.

  • We’re nimble, we’re quick — Our software architecture is highly configurable. If you decide you need a new feature further down the road, we can make it happen. And, because the RMS isn’t locally installed, we can get it done fast.

  • Security is our top priority — Each client receives a unique database, server instance, and full encryption to ensure maximum security.

Where our competitors take a thick-client, one-size-fits-all approach, we know your needs are unique. We’ve designed our platform from the ground up with that in mind, and we’re ready for anything you can throw at us. Go ahead — put us to the test.

Tell us what you have in mind.

Ready to let MackeyRMS lighten your load? Contact us to talk about what you’re looking for in your next software upgrade. We look forward to serving your research management software needs.

About MackeyRMS

MackeyRMS ™ is SaaS-based research management software optimized for investment professionals. Highly automated and ultra-portable, MackeyRMS works with users’ existing devices and applications to aggregate and organize research content.