MackeyRMS and InsiderScore Release NLP 2.0 for the Mackey Investment Research Management Platform

Second-generation NLP engine to power smarter search, relevancy scores, and dynamic note summaries for investment teams working in the MackeyRMS platform

BOSTON & PRINCETON, N.J.–(BUSINESS WIRE)–MackeyRMS, a provider of SaaS-based research management software (RMS), and InsiderScore, a provider of actionable data and analytics on publicly traded U.S. companies, today announced the release of its natural language processing engine, NLP 2.0, for the MackeyRMS platform.

Mackey’s second-generation NLP engine was developed to deliver improved workflow efficiency and idea generation for investment analysts and portfolio managers working in the Mackey research management platform. NLP 2.0 gives investment teams the ability to identify, share, and act on investment insights within their research dataset more quickly and effectively.

“The active investor’s mandate to identify alpha-generating ideas is more urgent and more challenging than ever,” said Will Keuper, VP and head of product at MackeyRMS. “Never has their ability to differentiate from peers and outperform the market been more dependent on new and innovative technologies that automate traditionally manual processes. With the release of NLP 2.0, we’re delivering powerful new capabilities that enable our clients to see more insights, save more time, and do more of what they do best — make better investment decisions.”

With the roll out of NLP 2.0, users on the MackeyRMS platform are automatically recommended relevant insights within their research database. Users can also manipulate full datasets by relevance and proprietary metadata in real time across both their proprietary intellectual property in the RMS and external investment data sources.

MackeyRMS NLP 2.0 feature highlights:

  • Contextual Search scans the entire historical dataset to deliver associated keywords, topics, and content suggestions based on the search query.
  • Saliency Scores sort search returns by relevancy based on NLP-calculated scores for keywords found in each piece of content.
  • Smart Summaries enable users to instantly create short summaries of search returns to quickly identify which is most actionable.
  • Idea Visualization gives users the ability to organize and visualize their most relevant proprietary content and overlay external data sources to see correlations across datasets.

“Artificial intelligence and NLP have the power to transform research workflows for the active investor in the months and years ahead,” added Keuper. “In fact, in a recent survey we conducted, 72 percent of investment professionals told us that these technologies would soon deliver investment organizations a unique set of investment signals based on their fundamental research content. We’re excited about that potential and are delighted to be working with clients to deliver on that capability.”

To read more about other technology-driven predictions and research management modernization trends across the asset management industry, please download the MackeyRMS and InsiderScore 2021 Investor Survey: Research Management Trends in the Year of a Pandemic.

About MackeyRMS & InsiderScore

MackeyRMS is a leading provider of SaaS-based research management software engineered to optimize the way analysts and portfolio managers generate, share, debate, and act on investment research. InsiderScore is the leading provider of actionable intelligence on insider transactions, stock buybacks, management changes, institutional holdings, and more. inFilings is a leading platform for accessing and analyzing SEC filings, earnings call transcripts, and press releases for publicly traded companies. Institutional investors across the Americas, EMEA, and APAC regions rely on these platforms to deliver actionable investment insights, improve analyst productivity, tighten investment team collaboration, and increase organizational efficiency and control over investment IP. The company is headquartered in Boston, with offices in New York; Princeton, NJ; Seattle; London; and Sydney. For more information, visit,, and


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Forefront Communications Group

For MackeyRMS, InsiderScore

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