Bipsync Secures $7 Million Growth Investment Led by Edison Partners
Leading fintech investment firms back Bipsync and its category-defining approach to knowledge management for the investment front office
Research Management
Everything research management, automation and hedge fund productivity
The Top 5 RMS Factors that Boost Investment Research Processes [Infographic]
In our recently published guide to the most common attributes of successful investment research processes, we look at the building...
Feature in Focus: Configurable Dashboards and Views
Bipsync is optimized for investors to quickly and simply capture, aggregate and organize research assets (models, notes, files, contacts, external...
Feature in Focus: Powerful Search and Filter
A key objective for any Investment Research Management Solution is for you to be no more than a few seconds...
Feature in Focus: Integrated Task Management
Investment Research Task Management - An overview of Bipsync RMS Tasks
How One of the World’s Largest Fund-of-Funds Standardized Research Processes with Bipsync [Client Story]
Allocators demand a robust, repeatable approach to manager research, selection and diligence. This Fund-of-Funds (FoF), one of the world’s largest and most...
Introducing Selective Sync
Building the Bipsync Notes iOS app
How to Build an Investment Research Process That Delivers
Fund managers increasingly need to put their fingers on exactly what constitutes their most successful investment research process. The race...
When Free Trials are Right for Enterprise SaaS
How we approach our free managed trial process, and how to make it work for all parties
How to Evaluate RMS Vendors: A Buyers Guide to Research Management Systems
Everything you need to independently evaluate research management solutions for your fund
Why Effective Vendor Management is Critical to your Fund’s Success
The Growing Size of the Vendor Management Challenge, and How RMS Can Help Find Efficiencies
Analysts aside, 5 Reasons Why PMs Need RMS too
The Research Management Features that Give Portfolio Managers the Edge
Top RMS Features for Research Analysts on the Go
Bipsync iOS Features our Users Love
Three Common Myths about Research Management Solutions
And the reasons why you should challenge them
Making Agile Work For Us
How we approach Agile development at Bipsync
We Should All Manage our Contacts Better
Expert Relationships and How to Better Manage Knowledge Contacts
Research Management that’s Compliant by Design
Modern RMS and Why the Second Mouse Gets the Cheese
Innovative RMS Use-Cases: How Small Features Make A Big Impact [Client Story]
When you create a financial services product designed for a great analyst experience, small features and use-cases take on a big...