The Research Platform for Investment Management

Consumer-like user experience and agility, with enterprise security and compliance.

Research Automation Platform


The Bipsync Research Platform brings together a host of powerful research management tools, including Core RMS, Process Management, Advanced Compliance and Data Integration capabilities.



Platform Components

From foundation RMS productivity features and regulatory must-haves through to advanced workflow management and third party data integrations, scale and configure research management to suit the needs of your fund:

Core RMS

Modern Research Management Software (RMS) analysts love to use. Centralize, organize and collaborate on your research assets – models, notes, files, contacts – from a single system of record that’s connected, compliant and always accessible.

✔ A centralized research database
✔ Intuitive notetaking, organization and automation
✔ Team collaboration
✔ Plugin suite and Mobile apps with anywhere access
✔ ‘Out of the box’ compliant record keeping and data security

Process Management

Fund managers and analysts get one-click access to all past and present content and context related to a position, company or idea at their fingertips.

Define, progress and track stages and output along your research process with tightly integrated and highly configurable pipelines, real-time reporting, automation rules, custom dashboards and more.

Integrate your research with external data sources, sync portfolio positions and aggregate all the data your fund needs to manage the portfolio and optimize research processes in one place.

✔ Idea pipelines and portfolio position sync
✔ Custom dashboards and configurable grid views
✔ Research Automation Rules
✔ Task Management and Events
✔ Analytics, real-time queries and custom reports

Compliance Management

Purpose-built compliance app for unmatched accessibility, management, control and analysis of fund-wide research activity, making it quick and easy to review and export research and reports.

✔ Dedicated read-only compliance app
✔ Time accurate version history access
✔ RMS audit trail queries and reports
✔ Discovery request archive exports
✔ User and portfolio activity reports

Enterprise IT Capabilities

A host of enterprise IT administration capabilities, from advanced deployment, configuration and access controls to APIs and configurable credentials, for larger funds and those with sophisticated internal IT teams.

✔ Enterprise user authentication (SSO)
✔ Multi-team configuration
✔ Advanced access controls
✔ Dedicated IT admin console
✔ Custom data integrations


RMS User and Group Administration

Find out how Bipsync's Research Automation Platform removes the deployment, cost and adoption barriers of traditional RMS.

Bipsync Benefits, Your Edge

Purpose-built for investment management, with Bipsync RMS your firm can:

Stay organized without the effort

Intuitive, automated and integrated note-taking and organization tools capture, share, tag and aggregate research across channels and speeds up routine tasks.

Maximize the value of fund knowledge

Centralize research across the firm into collective knowledge with a single source of truth for your research assets – enriched, organized and mapped across multiple dimensions.

Simplify compliance

Meet and demonstrate compliance with a complete audit-trail of research activity, auto-logged, versioned, and easily queried for fast, simplified reporting.

Get the bigger picture

Stay up to date with fund activity streams, and define, track and measure progress and performance along your research process with analytics, insight reports and visualizations.

Empower analysts

Analysts get a tool they love to use, and work faster and smarter with a great user experience that’s mobile, efficient and compliant.


Optimize your workflow

Bipsync fits into your workflow. Email notes in and out, export PDFs, clip web pages and use our plugins for a fully connected research environment.