Frequently Asked Questions

We got the goods.

Q: Why do we need BrokerBallot?

A: BrokerBallot makes your most important broker-organized events and feedback retrievable from all of your connected devices in a matter of seconds. Feedback requests are automated, and occur in real-time, making it easier to track which brokers are outperforming, and which need to show improvement, throughout the year.


Q: We had a bad experience with another provider in the past – What makes BrokerBallot different?

A: Our technology is light years ahead of the competition, and we deliver superior results while asking far less of our users. Every single one of our competitors takes a thick client approach (i.e. you need to fit perfectly into their box to benefit from the solution). BrokerBallot facilitates smarter broker voting through automation, whereas clunkier providers hinder your process. Schedule a demo to see how we do it.


Q: My team has a unique process. Why shouldn't we build something in-house?

A: We understand no two funds are the same. That's why we're so nimble. Our automation allows us to integrate with your current data feeds, and our technology allows us to roll out better customization more quickly than the competition. BrokerBallot works for you and your unique process. Building an internal system can be an expensive, messy, and lengthy process. Furthermore, internal systems rarely come equipped with the usability and mobility benefits we’re known for. We can have you up and running in no time, without the headache.


Q: How old is your firm?

A: Mackey LLC, the provider of both BrokerBallot and MackeyRMS, was founded by veterans of the hedge fund and cloud-based software industries in 2011. Our BrokerBallot product was introduced to the market in 2017.


Q: What if we don't want to change our process?

A: The beauty of our system is that it won't require much change. BrokerBallot can piggyback on top of your existing Outlook™ Calendar behavior, building a fully searchable research broker events database with very few added steps.


Q: What about my proprietary data?

A: We understand you might employ a proprietary system or 3rd party vendor for aggregated records of broker events that fall outside your Outlook™ Calendar. Our team will work with you to integrate that data into our tracking and feedback tool.

Our world-class technical team is comprised of veterans of the enterprise software and security industries, and has a tremendous amount of experience migrating or integrating data from legacy providers, proprietary systems, Microsoft Outlook™, shared drives, consumer applications, etc. Time and time again, our team of experts has demonstrated an unrivaled ability to migrate or integrate data quickly and securely. We make your data more accessible and actionable than ever!


Q: What is your technology platform?

A: The BrokerBallot platform was built from the ground up with the best-in-class open technologies to provide the most highly performing, flexible and robust solution. This was achieved by leveraging the power of Ruby on Rails for the web client and coupling it with the advanced RDBMS of Postgres SQL.


Q: Can you integrate with my existing applications?

A: Yes. We offer an intuitive add-ins for Microsoft Outlook™, as well as cross functionality with various data providers. Our API is available to your technical team, allowing you to pull data from BrokerBallot for use with other applications. Furthermore, our developers are available to accommodate additional integration requests for the applications and data providers you care about.


Q: What if members of my team don't want to use the product?

A: Whether or not users actively log into the system, our proprietary email feedback engine and alert functionality will keep them “in the loop.” Unlike with other players in the space, the institutional benefit of BrokerBallot is not 100% dependent upon employee buy-in.


Q: How secure is my data?

A: We take security seriously! Our platform utilizes Heroku’s physical infrastructure, which is hosted and managed within Amazon’s secure data centers and utilizes the Amazon Web Service (AWS) technology. Amazon continually manages risk and undergoes recurring assessments to ensure compliance with industry standards. Amazon’s data center operations have been accredited under: ISO 27001, SOC 1 and SOC 2/SSAE 16/ISAE 3402 (Previously SAS 70 Type II), PCI Level 1, FISMA Moderate, Sarbanes-Oxley (SOX)/ When it comes to security, we're more than happy to have a more in-depth conversation with your technical team.


Q: How much does the product cost? Can I pay via soft-dollar broker?

A: BrokerBallot is a mobile broker vote solution with a low cost of ownership. Because we are a software-as-a-service (SaaS) company, we simply don't incur many of the hardware and maintenance costs associated with other 3rd party providers, or with building in-house. We have zero hidden fees, as data migration, customization and on-boarding/training are all included with an annual license.


Q: What is your company's ownership structure?

A: We are proud to be 100% employee-owned. We are a limited liability company with offices in New York, Boston, and London.