Research Management

Everything research management, automation and hedge fund productivity

September 17, 2020

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,...

Bipsync in Research Management

August 19, 2020

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

Jen Gambarini in Research Management

August 6, 2020

ESG and Modern RMS

How clients incorporate ESG data, ratings, research and analysis into investment processes with Bipsync.

Jen Gambarini in Research Management

July 22, 2020

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...

Jen Gambarini in Research Management

May 8, 2020

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...

Jen Gambarini in Research Management

January 31, 2020

The Buy-Side Investment Research Process is Professionalizing

Bipsync in Research Management

January 27, 2020

Bipsync Showcases Latest Advancements in Modern Research Management at MFA Network 2020

Champions innovation for the connected front-office to satisfy fast-changing needs of fund managers and allocators

Bipsync in Research Management

January 16, 2020

Investment Research Management: Time to Kick the Bad Habits…

Information Silos, Compliance and Cybersecurity Call Time on Informal Research Practices and Consumer-led Technology

Jen Gambarini in Research Management

January 9, 2020

New RMS Report Reveals Investment Industry’s 2020 Research Process Priorities, Challenges and Technology Gaps

Greenwich Associates’ Investor RMS Survey Finds Investment Research Management and Data Processes Leave Room for Improvement. Between August and October...

Bipsync in Research Management

August 27, 2019

Why the World’s Top University Endowments and Foundations are Turning to Bipsync

Top Research Management Features that Boost Allocator Performance…

Jen Gambarini in Research Management

August 7, 2019

The Professionalization of Buy-Side Research Operations

How to extract more accountability and more productivity from your investment operations. The offense and defense of knowledge, process and data management...

Bipsync in Research Management

January 29, 2019

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

Jen Gambarini in Research Management

November 8, 2018

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...

Bipsync in Research Management

October 31, 2018 6 min read

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...

Bipsync in Research Management

September 18, 2018 4 min read

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...

Bipsync in Research Management

July 20, 2018 4 min read

Feature in Focus: Integrated Task Management

Investment Research Task Management - An overview of Bipsync RMS Tasks

Bipsync in Research Management

June 25, 2018

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...

Craig Marvelley in Research Management

June 20, 2018

Introducing Selective Sync

Building the Bipsync Notes iOS app