WHAT WE DO

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Smarter Research Management

Mackey Research Management Software will change the way your investment research works for you - without changing the way you work. We will revolutionize your research, transaction and compliance operations without slowing you down.

Created by hedge fund analysts, Mackey Research Management Software aggregates and organizes information across applications and devices :

  • Research
  • Notes
  • Contacts
  • Relevant Emails
  • Calendar Events
  • Conversations
  • Models
  • Word Docs
  • PDFs
  • Market Data
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MackeyRMS efficiently synthesizes proprietary research.

We provide company-wide research, file sharing and collaboration on a single web-based platform. Automated and accessible storylines including notes, emails, contacts, models, documents, events, & conversations. Robust CRM database for sell-side, management, investor and expert network contacts. Threads sortable by ticker, topic, timeline, contact, keywords and more.

User Benefits

  • Central, intuitive research management system
  • Instantly retrieve important data
  • Device agnostic
  • Secure URL and mobile app access anytime, anywhere, on any device
  • Full integration with MS Office and other applications
  • User-controlled privacy settings
  • Searchable, sortable topic threads
  • Real-time updates
  • Robust search functionality
  • Web-based sharing and collaboration

Institutional Benefits

  • Single, customizable platform
  • Accessible research, firm-wide
  • Marketable streamlined processes
  • No hardware and minimal training
  • Automated capture of intellectual property
  • Real-time monitoring and notifications
  • Measurable broker contributions
  • Reduced inquiry costs and response times
  • Soft dollar eligible
  • API available
  • Configurable and customizable