MackeyRMS Launches Improved Investment Research Management

Boston, Jun 16, 2020 (GLOBE NEWSWIRE) – MackeyRMS, a provider of SaaS-based research management technology designed to optimize the way fundamental analysts and portfolio managers generate, share, debate and act on research owner investment, today announced the release of Mackey iOS v4.0.

Mackey’s release for iPad and iPhone devices comes as investment teams around the world begin to emerge from an exclusively work-from-home environment. Application enhancements have been developed to meet the growing demand for mobility without compromising team productivity and collaboration. All new features will be available for Android devices in July.

“This release sets a new benchmark for technology to work from anywhere, supporting fundamental investment teams and the investment research process,” said Will keuper, vice-president, product manager for MackeyRMS. “We believe that our customers see mobility as a right and not a privilege, so we have constantly improved our product to meet these expectations. “

Mackey iOS v4.0 gives investment teams better access to their research content on the go, with improved flexibility to publish and share new research from anywhere with top-notch UX / UI. The new app also expands the ability to retrieve and consume historical searches in offline or online mode with minimal intervention, while improving search functionality to filter content by name, ticker or other categories to help users navigate. find their research faster.

New workflow management features and authoring capability in the revamped app make it easier to see team updates and post new research content wherever you are. Mackey iOS v4.0 also introduces enhanced biometric security features, leveraging the latest iOS capabilities, to give investment organizations more control over proprietary research consumed and published on mobile devices.

“We saw a significant increase during the second quarter in the number of customers using our mobile app as their primary means of accessing research; in some cases, usage jumped up to 50 percent ”, Keuper noted. “We don’t see this as an isolated event. We see this as a clear indication that full mobility is the future of enterprise technology, and we have developed this release to combine the power of an enterprise search management platform with the convenience of a modern mobile application.

Additional features in Mackey iOS v4.0:

  • Refinitiv Fundamentals data integration gives investment teams access to a wide range of financial information for deeper dynamic analysis and on-the-go reporting.
  • Improved team collaboration features enable improved likes, dislikes, and comments on content and research notes.
  • New image capture capability improves sharing and searching for static images and attachments.
  • Improved automatic caching, combined with updated editorial and sync, allows users to have the same seamless experience with or without connectivity.
  • The enhanced user experience allows users to quickly browse their team’s content and easily jump to key datasets and app pages.

For more information on the impact of SaaS and mobile research management platforms on technology implementation decisions in the asset management front office, please download the 2020 Investor Survey: Modernizing Management report. of research.


About MackeyRMS

MackeyRMS is a SaaS-based research management platform designed to optimize the way analysts and portfolio managers generate, share, discuss and act on investment research conducted for actively managed portfolios. Seen as a one-stop-shop for research supporting the investment process, MackeyRMS is used by many of the world’s leading investment managers to organize key investment workflows, build investor confidence and streamline regulatory and compliance oversight. MackeyRMS is used by institutional asset managers and asset owners in the Americas, EMEA and APAC regions. For more information, please visit:

  • Will Keuper VP, Product Online_Res

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