Bipsync Rules Engine Use Cases for Allocators

Bipsync Rules Engine allows you to create powerful custom automation for any action in the Research Management System. Pipeline stages, diligence checks, reporting, content creation, ingest, distribution, and more, are all configurable to your firms' specific processes and can be automated with the Rules Engine. 

Download the Rules Engine Guide

Common Use Cases for Allocators

  • Create powerful custom automations for your unique investment and due diligence process.

  • Common conditions and actions used across the Bipsync allocator client base.

  • 11 popular allocator automation rules and use cases.

  • In Focus: Bipsync Document Aging Grid
Bipsync Rules Engine