Research Management Software for Modern Investors

Enhance analyst productivity, simplify compliance and get more out of your research. ► Watch: Why Choose Bipsync?

For More Valuable Research

Say goodbye to research silos, non-compliant consumer tools and restrictive Research Management Systems. Realize the value of your research with Bipsync’s integrated Research Management Software. Head to our product page to learn more.


Experience Bipsync for yourself. Try our free app today and find out why funds use the Bipsync Platform to accelerate their research.

Research Without Compromise

Consumer-based productivity apps may support analyst performance but they do little for the compliance and security of the fund. Legacy Research Management Systems can help tick those compliance boxes, but seriously hamper analyst productivity. Why compromise? Bipsync combines the integrated workflow and mobile user experience that analysts crave, with the visibility, compliance and control your fund needs.

Productivity for Analysts

Control for CTOs

Confidence for CCOs

Insight for PMs

See Bipsync in action. Request a free demo and find out what a smarter, more connected research experience can do for your fund.

Scalable Plans and Pricing

Find the right Bipsync plan for your fund. Our plans scale to your research requirements and capacity needs so you can maximize the value of your research. Choose from Basic, Plus or Enterprise, or get started with our free version today.

Compare plans and pricing

Available Everywhere

Securely access your fund research from any device. Our Research Management Software integrates a web app, iOS app and desktop app so you can create notes on the move, and get the real-time content updates you need, any time, anywhere.

learn more about mobile rms

Streamline your Workflow, Measure Results

Put disjointed workflows behind you. Bipsync fits into your flow and optimizes it: email notes in and out, web clip, sync Excel, PDF and Word, integrate with your internal systems, and more.

Get analytics and insights into your investment pipeline to further streamline your research. Track research by stage, tasks and composition; eliminate bottlenecks, prioritize and score ideas, measure progress and monitor research efforts as they relate to portfolio investments.

read more about pipeline and workflow