A Better Way to Manage Events, Interactions and Calls
Investment Management and RMS: How to Better Manage Events and Interactions as part of an Integrated Research Process
Blog
What we're doing and thinking
Bipsync Awarded Leading Level in Equality & Diversity Program
A look at our recent work with Chwarae Teg and a project to improve the economic position of women in Wales
Evaluating Investment Research Management Solutions for Your Fund. Part I
Modern RMS for Asset Managers and Asset Owners
Which Research Management Solution is Right for Your Fund? A Buyer’s Guide to Investment RMS in 2020-21
We’re excited to unveil the 2020-21 edition of The Ultimate RMS Buyer’s Kit for Investment Management. Designed to be independent and vendor-neutral,...
ESG and Modern RMS
How clients incorporate ESG data, ratings, research and analysis into investment processes with Bipsync.
What’s New in Bipsync
2020 So Far: 6 Months, 10 Product Releases and Plenty of New Investment Research Feature Highlights...
RMS 176: Custom Widget Improvements
Release 176 of the Bipsync Research Management System is now available. This release includes several improvements to our custom widgets, as well...
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 175: SQS Message Rule and Excel Sync Improvements
Release 175 of the Bipsync Research Management System is now available. This release is notable for adding a new rule action for...
RMS 174: Field Templates, Convert Attachments To Standalone Files
Release 174 of the Bipsync Research Management System is now available, including a new field and file features along with numerous other...
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.