MackeyRMS: Smarter Research Management

Boston-based founders of investment management research software MackeyRMS, Chris Mackey and Hoony Youn visited Australia recently to meet with clients and discuss their technology offering with members of the Australian investment community.

Launched in 2011 in the US by fund analysts frustrated by the lack of usability and efficiency of other research management systems, MackeyRMS is now used by firms with over $US2 trillion in assets under management.

The Company counts some of the world’s largest investment managers as clients, and its platform’s focus on mobility, speed, and usability has struck a chord with end users in over 30 countries.

MackeyRMS said its competitors have struggled with user adoption for years due to their "unrealistic thick client approach." The platform relies on a multitude of integrations with internal and third party productivity tools, a proprietary auto-tagging engine, and its mobile-first methodology to enhance the research process of modern investors.

MackeyRMS Applications

The system is set up to 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 contact database for sell-side, management, investor and expert network contacts.
• Threads sortable by ticker, topic, timeline, contact, keywords and more.

Sign up here for a demonstration of the service, or contact Nathan Walker to schedule a meeting.

MackeyRMS MackeyRMS Launched on 01 June 2011 Designed for and engineered to the specifications of asset managers and superannuation funds. Find out more Industry Moves does not hold an AFS Licence and neither recommends nor endorses this product/service.

"End users have always shaped the development of our platform": Q&A with MackeyRMS' Chris Mackey and Hoony Youn


In response to client demand for their research product, founders Chris Mackey and Hoony Youn recently visited Australia. They talk to Industry Moves about the initial frustration that led to the founding of the company and how the product has evolved over the past eight years as it seeks to make investment professionals' days more productive. They also share a little about what makes them tick - such as who their biggest career influences are, and what working for themselves means to them.




Nathan Walker
Institutional Sales Manager, Asia Pacific

Tel: +61 (0) 488-999-840 Email: