Enhance analyst productivity, simplify compliance and get more out of your research.
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Only Bipsync combines a centralized, easy-to-use RMS with powerful process management and data integrations in a scalable, highly configurable platform built for investment management.
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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.
See Bipsync in action. Discover what a smarter, more connected research experience can do for your fund.
Securely access your fund research from any device, anywhere. Our Core Research Management Software integrates a web app, iOS app, desktop app and suite of plugins so you can create, compare and consume research on the move, and get the real-time content updates you need, at the office, at home or on the move.
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.
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Curious about your ESG strategy & Modern RMS? Read more on how clients incorporate ESG data, ratings, research and analysis into investment processes with Bipsync...