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Bipsync

Research Management
Software for
Modern Investors

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Research Without Compromise

Say goodbye to research silos, non-compliant consumer tools and restrictive Research Management Systems. Get the user experience analysts crave, with the visibility, compliance and control your fund needs.

Productivity for Analysts

Bipsync removes the burden of compliance and reporting for analysts, while time-consuming, tedious admin tasks are automated, so you can get on with what you do best. With our intuitive note-editor features, mobile app, email integration, subscription notifications and integrated workflows analysts are faster, and more informed than ever.

Control for CTOs

Bipsync eliminates the need for supplementary consumer note-taking tools and mobile productivity apps, enabling end-to-end data capture of all research activity. Integrate Bipsync with internal systems, data and processes and stay in control with fully customizable access policies, authentication and authorization controls, and granular security and configuration.

Insight for Portfolio Managers

With Bipsync RMS, you can uncover latent opportunities, discover new trends and identify efficiencies with analytics and insights into current and past performance. The integrated system means research no longer exists in isolation; tie notes and data to projects and timelines, customize and standardize your processes, and track research from idea to investment.

Our Solutions

Core RMS

Bipsync Core RMS is a tightly integrated suite of apps and plugins designed to suit your workflow needs. You work the way you need to in order to get things done, and we optimize it. Whichever way you choose to get your data into Bipsync, you can be confident that your research is always stored, synchronized and accessible wherever and whenever you need it.

Process Management

Apply automated process management and synchronize portfolio and external data sources with your centralized RMS to accelerate research workflows end-to-end. Bipsync’s Process Management Suite is proven to uncover operational efficiencies across the research lifecycle and help deliver a repeatable, rigorous and consistent approach to investment research decisions at your fund.

Compliance

Engineered to meet stringent regulatory requirements for recordkeeping, data management, communications monitoring and more. Bipsync eases the burden of compliance for research analysts, boosts employee buy-in to compliance and security practices, and streamlines audit, reporting and discovery processes for CCOs.

Mobile RMS

Bipsync’s Research Management Software works wherever you do. Our accessible, mobile and intuitive RMS lets analysts find, capture and share information and ideas when it matters. With security and compliance built-in. Our modern web app, native iOS app and desktop app keep team members fast and productive and their data secure, so they can view research, take notes, and collaborate on ideas when and where it counts.

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Further Reading

Check out a few of our favorite readings to get a better picture of the RMS space and the benefits users are finding utilizing modern research tools.

Complete Buyers Guide to RMS

All New Greenwich Report

Learn More about Our App

Bipsync’s Research Management Software works wherever you do. Our accessible, mobile and intuitive RMS lets analysts find, capture and share information and ideas when it matters. With security and compliance built-in. Our modern web app, native iOS app and desktop app keep team members fast and productive and their data secure, so they can view research, take notes, and collaborate on ideas when and where it counts.

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