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MackeyRMS from MackeyRMS (now part of InsiderScore)
Research management system with notes organization, file storage, tagging system, search capabilities, and collaboration tools. Features mobile access, email integration, and full audit trail for compliance needs.
More about MackeyRMS (now part of InsiderScore)
Product analysis by function
Investment Research Systems for Investment Banking
Platforms that help analyze market trends, company performance, and investment opportunities to inform decision-making.
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Data Coverage
(0 Yes /1 Known /12 Possible features)
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Global Market Data Access to data from international equity, fixed income, commodities, FX, and derivatives markets. |
Not as far as we are aware.* Product documentation and website do not mention access to global market data (e.g., real-time data from exchanges). | |
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Historical Data Depth Range of years of historical data available. |
No information available | |
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Alternative Data Integration Ability to ingest alternative data sources such as social sentiment, satellite imagery, credit card spend data, etc. |
No information available | |
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Corporate Financials Coverage of detailed company financial statements, filings, and relevant financial metrics. |
No information available | |
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Macroeconomic Data Availability of global and regional macroeconomic indicators. |
No information available | |
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Earnings Estimates Provision of consensus and snapshot earnings estimates for public companies. |
No information available | |
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Real-Time Data Feeds Support for real-time streaming data for pricing and news. |
No information available | |
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Tick Data Granularity Level of detail for tick/transaction-level data. |
No information available | |
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Coverage Universe Size Number of companies, securities, or instruments covered. |
No information available | |
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Event Calendars Availability of forward-looking event calendars (earnings, dividends, macroeconomic releases). |
No information available | |
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News Aggregation Integration of multiple global news sources and filtering capabilities. |
No information available | |
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Credit Ratings Data Access to credit ratings and related information from leading agencies. |
No information available |
Analytical Tools
(2 Yes /2 Known /11 Possible features)
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Financial Modeling Toolkit Pre-built and customizable templates for DCF, comparables, LBO, merger models, etc. |
No information available | |
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Risk Analysis Modules Tools for calculating VaR, stress testing, scenario analysis, and sensitivity testing. |
No information available | |
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Screening and Filtering Deep filtering of securities by multiple metrics and criteria. |
No information available | |
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Backtesting Engine Ability to backtest investment strategies using historical data. |
No information available | |
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Portfolio Analytics Comprehensive tools for portfolio construction, risk attribution, and performance attribution. |
No information available | |
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Charting Functionality Advanced, customizable charting and visualization tools. |
Website and documentation specifically mention customizable, advanced charting and organization of notes and data. | |
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Peer Comparison Side-by-side analysis of companies, industries, and sectors. |
Side-by-side company and document comparison capabilities are highlighted in product overviews. | |
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Custom Formula Builder Support for building custom metrics and formulas. |
No information available | |
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API Access for Analytics Exposing platform analytics via API for integration with other tools. |
No information available | |
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Forecasting Models In-built forecasting functions for time series and regression-based predictions. |
No information available | |
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Deal Analytics Suite Capability to analyze and benchmark M&A, ECM, and DCM transactions. |
No information available |
Collaboration & Workflow
(8 Yes /8 Known /10 Possible features)
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Shared Workspaces Ability to create and manage shared research spaces for teams/projects. |
Described as providing collaborative research spaces and team workspaces. | |
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Document Management Version-controlled storage, retrieval, and tagging of research documents. |
Offers document storage, retrieval, and version-controlled tagging system. | |
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Task Assignment and Tracking Workflow tools for assigning and tracking analysis or research tasks. |
Includes workflow tools for assigning and tracking tasks according to marketing material. | |
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Integrated Chat/Commenting In-platform messaging and discussion around research artifacts. |
Collaboration features include in-platform commenting and chat on research artifacts. | |
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Approval Workflows Formal review and approval processes for research notes and publications. |
No information available | |
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Research Publication Tools Generation and distribution of research reports, including formatting, branding, and controlled dissemination. |
Marketed as having report generation and controlled distribution features. | |
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Calendar Integration Syncing of research meetings, deadlines, and events with personal or team calendars. |
Features calendar integration (sync with Outlook and other calendars). | |
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Version Control Tracking and management of updates/edits to research documents and models. |
Version-controlled storage and management of research documents are a highlighted feature. | |
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Content Searchability Advanced search and retrieval of research notes, documents, and data. |
Advanced search and tagging system for easy retrieval is a core feature. | |
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Automated Reminders Automated notifications for important research deadlines or market events. |
No information available |
Integration Capabilities
(3 Yes /3 Known /8 Possible features)
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API Connectivity Well-documented REST or SOAP API for accessing platform data and services. |
Integrates with major email systems and has an API. | |
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Third-Party Data Feeds Ability to integrate with external data providers (Bloomberg, Reuters, FactSet, etc). |
No information available | |
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Single Sign-On (SSO) Support for SSO for seamless authentication using corporate credentials. |
Supports SSO integration with standard corporate identity providers. | |
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Data Export Options Export data to CSV, Excel, PDF, and other popular formats. |
Website and documentation mention multiple export formats (Excel, PDF, CSV). | |
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CRM Integration Ability to link with CRM tools like Salesforce, Dynamics, etc. |
No information available | |
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Custom Integrations Support for custom integration use cases through SDKs, webhooks, etc. |
No information available | |
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ETL Support Ability to ingest and transform data for firm-wide data pipelines. |
No information available | |
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BI/Visualization Tool Connectors Native connectors for PowerBI, Tableau, Qlik, etc. |
No information available |
User Experience & Customization
(4 Yes /4 Known /8 Possible features)
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Intuitive Navigation Clean user interface with logical navigation structure. |
Product materials highlight its modern and clean UI with intuitive navigation. | |
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Custom Dashboards Ability to create personalized dashboards with preferred modules and widgets. |
Allows users to create personalized dashboards for workflow efficiency. | |
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Theme and Branding Options Support for custom firm branding and color schemes. |
No information available | |
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Accessibility Compliance Compliant with WCAG or local accessibility standards. |
No information available | |
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Mobile Device Support Optimized experiences across mobile, tablet, and desktop devices. |
Mobile app and responsive design for tablets and desktops are advertised. | |
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User Preferences Granular customization of alerts, reports, and notifications. |
User-level notification, reporting, and workflow customization present in documentation. | |
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Multi-Language Support Availability of platform in multiple languages. |
No information available | |
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Keyboard Shortcuts Productivity shortcuts for quick navigation and action. |
No information available |
Performance & Scalability
(0 Yes /0 Known /6 Possible features)
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System Uptime Guaranteed platform uptime (SLA). |
No information available | |
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Response Time Average latency for user interactions and analytics queries. |
No information available | |
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Concurrent User Support Maximum number of users supported simultaneously. |
No information available | |
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Data Throughput Rate at which data can be processed or retrieved. |
No information available | |
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Load Balancing Automated distribution of workloads across system resources. |
No information available | |
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Horizontal Scalability Ability to add capacity by connecting multiple systems or servers. |
No information available |
Security & Compliance
(5 Yes /5 Known /8 Possible features)
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Data Encryption In-Transit All communications are protected by TLS/SSL or equivalent encryption. |
No information available | |
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Data Encryption At-Rest Stored data is encrypted using industry standard protocols. |
No information available | |
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Role-Based Access Control Granular user and permission management. |
Role- and permission-based access control highlighted in product overview. | |
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Audit Logging Comprehensive logs for tracking all user and system activities. |
Full audit trail mentioned in documentation, fulfills comprehensive audit logging. | |
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Regulatory Compliance Certifications Compliance with standards like GDPR, SOC2, ISO 27001, FINRA, etc. |
No information available | |
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Multi-Factor Authentication Support for MFA in user logins. |
Multi-factor authentication options included as part of compliance features. | |
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Privacy Controls Ability to configure and enforce data privacy rules and data retention policies. |
Described as offering privacy/configurable data retention and privacy controls. | |
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Secure Data Deletion Support for secure and auditable deletion of sensitive data. |
Mentions compliant, auditable data deletion to meet regulatory guidelines. |
Customer Support & Training
(5 Yes /5 Known /6 Possible features)
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24/7 Support Access to live support around the clock. |
Vendor notes that 24/7 support is standard for enterprise contracts. | |
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Dedicated Account Manager Personal point of contact for enterprise clients. |
Describes availability of dedicated client success/account managers. | |
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In-Platform Tutorials Interactive guides for onboarding and user education. |
In-platform onboarding and tutorial resources listed in product guides. | |
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Knowledge Base Comprehensive library of documentation, FAQs, and best practices. |
Online documentation and detailed knowledge base available. | |
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Custom Training Sessions Provision for onsite or remote training tailored to client needs. |
Custom training (onboarding and ongoing) offered per product website. | |
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Response Time SLA Guaranteed support response time as per client tier. |
No information available |
Cost & Licensing
(2 Yes /2 Known /5 Possible features)
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Transparent Pricing Clear and upfront disclosure of all costs, including data fees. |
No information available | |
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Modular Licensing Ability to purchase only specific modules or functionalities. |
Pricing documents mention modular licensing for selected features only. | |
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Usage-Based Pricing Option for per-user or per-usage pricing models. |
No information available | |
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Volume Discounts Discounts for larger user numbers or extended contracts. |
No information available | |
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Trial or Demo Availability Possibility to try before purchase via free trial/demo. |
Demo/trial available upon request and noted in sales materials. |
Innovation & AI
(0 Yes /0 Known /6 Possible features)
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Natural Language Processing Extraction and analysis of insights from unstructured data, such as news or filings. |
No information available | |
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Smart Alerts AI-driven, context-aware alerts and recommendations. |
No information available | |
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Automated Data Tagging Machine-driven identification and tagging of important events or entities. |
No information available | |
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Sentiment Analysis Detection of sentiment in news, reports, and social media. |
No information available | |
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Predictive Analytics AI/ML-enabled forecasting and scenario analysis tools. |
No information available | |
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Personalized Recommendations AI-powered suggestions for research, analytics, or content tailored to each user. |
No information available |
Audit & Reporting
(3 Yes /3 Known /5 Possible features)
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Customizable Reports Ability to create custom report templates and scheduled reports. |
Marketing and help docs highlight custom report generation and scheduled/deliverable options. | |
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Regulatory Reporting Out-of-the-box templates for regulatory and supervisory reporting. |
No information available | |
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Usage Analytics Detailed tracking and reporting of platform usage. |
Platform includes admin analytics dashboard with detailed usage statistics. | |
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Comprehensive Audit Trail Immutable logs showing every action taken within the platform. |
Marketing specifically mentions immutable audit trail for all activity in the system. | |
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Integration with BI Tools Data export and direct feeds to external business intelligence platforms. |
No information available |
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