Research Management Software Firm’s Clients Now Represent Over $1 Trillion in Aggregate AUM

NEW YORK, NY / January 16, 2018 – Mackey Research Management Software (RMS) celebrated a banner year in 2017, with its RMS clients representing more than $1 trillion in AUM across 30+ countries. Mackey’s client roster includes both domestic and international firms across the asset management, fund of fund, and hedge fund sectors.

MackeyRMS attributes a record-breaking 2017 to its software’s best-in-class mobility, automation, and usability. With an increased focus on regulation driving many purchasing decisions, Mackey added clients across North America, Europe, and Asia. 50 percent of Mackey’s new business for the year consisted of greenfield opportunities, with the remaining 50 percent comprised of replacement business won from legacy RMS providers.

“We saw research management software become a must-have for investment management firms in 2017,” said Luis Castellanos, VP of Sales. “Facing a changing regulatory environment, and with a persistent focus on providing employees with cutting-edge tools, leading funds continue to adopt MackeyRMS en masse.”

The firm welcomed Arsani Gaied, Ian Jeffries, Michael Axelrod, and Taneshia Auxier to its team in 2017, and will continue to hire this year. Brian Williams, a veteran of the RMS industry, was promoted to Director of Technical Operations while Heath Ritchie became the company’s first-ever Chief Financial Officer. On the product side, clients benefited from the release of several updates to the MackeyRMS web platform, completely reimagined apps for iPhone and iPad, numerous new integrations with third-party providers, and Mackey’s latest product launch, BrokerBallot, a modern broker vote platform for institutional investors. 

About MackeyRMS

MackeyRMS™ is leading 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. For more information, please visit:



Lauren Herman
Caliber Corporate Advisers
(952) 221-4615


Luis Castellanos
VP of Sales, Mackey
(646) 838-0002