ESG and Modern RMS
How clients incorporate ESG data, ratings, research and analysis into investment processes with Bipsync.
Blog
What we're doing and thinking
What’s New in Bipsync
2020 So Far: 6 Months, 10 Product Releases and Plenty of New Investment Research Feature Highlights...
How We Made Remote Implementation and Onboarding Seamless for Remote Teams
Since its inception, Bipsync has operated a fully remote implementation and delivery model for clients, right across the globe. The cloud-based...
RMS 173: Launch Zoom Meetings, Webhook Authentication Tokens
Release 173 of the Bipsync Research Management System is now available, including a new feature which improves Zoom video conferencing workflows. In...
RMS 172: Maintenance Release
Release 172 of the Bipsync Research Management System is now available. This is a minor release which improves text readability and addresses...
RMS 171: Event Filtering, Assistant Account Improvements
Release 171 of the Bipsync Research Management System is now available. In this release we’ve improved the Event Calendar while also expanding...
RMS 170: Slack Integration
Release 170 of the Bipsync Research Management System is now available. This release introduces our Slack integration along with numerous other improvements...
RMS 169: Exclusive Editing and Fixed Data Lookup Fields
Release 169 of the Bipsync Research Management System is now available. This release adds a new feature for research editors in collaborative...
Dealing with manual Core Data migrations
A progressive approach, memory considerations and more reliable migrations...
Celent Survey Report: Findings on digital preparedness during the COVID-19 Pandemic, and beyond.
New Industry Poll finds Financial Services Firms Poised to Future Proof
Investment Technologies...
Key Takeaways from our HFM Week Business Continuity and Technology Panel
Watch the Webinar: Industry experiences, perspectives and solutions for adapting remote working patterns and technology.
RMS 168: Hierarchical Tag Tokens
Release 168 of the Bipsync Research Management System is now available. Along with the usual set of improvements and bug fixes we’ve...
An In-Depth Look at the Mail Classifier
Building the Mail Classifier - How we Automatically Sync Email to the RMS at Scale
RMS 167: Event Rules and Tag Inheritance
Release 167 of the Bipsync Research Management System is out now. This release focuses on improvements to our event sync feature, but...
RMS 166: Research Type Selector, Cancelled Events and More
Release 166 of the Bipsync Research Management System is out now. In this release we’ve added an neat way to switch between...
How we planned our 2020-2021 product roadmap
In some organisations the product roadmap is set from the moment it’s signed off and deviation is not permitted. We...
RMS 165: Saved Search
Powerful new search functionality comes to Bipsync
RMS 164: Introducing Mail Classifier
Release 164 of the Bipsync Research Management System is out now. In this release we introduce the Mail Classifier, which allows email...