Feel empowered
Bipsync was designed by user experience experts in conjunction with professional investors, to expose the features you need without the...
Use your existing data
Import your notes from Evernote, contacts via vCard, and use the API to securely pull and push data between Bipsync...
Keep your flow
Bipsync fits into your workflow. Email notes in, email notes out, export PDFs, clip information from web pages, and get...
Track important contacts
Use the integrated contact management system to browse notes by person and share contact reputation within your fund.
Simplify compliance
Important compliance information is automatically recorded, versioned, backed-up and is easily queried, so you can focus on your research.
Get the bigger picture
The Bipsync dashboard visually summarizes the research your fund has for each company, when it was captured, and what the outstanding...
Maximize the value of fund knowledge
Easily share notes within your fund, get automatic notifications of note changes about your chosen companies, and stay updated with...
Stay organized without the effort
The Bipsync Research Management System automatically organizes lists of companies, countries, authors and other properties, so you don’t have to.
Capture the important details
With templates for common layouts, snippets for common pieces of content, and shortcodes for keyboard-based formatting, you’ll get your thoughts...
Peace of Mind for the Compliance Officer
Give your analysts the tools they want without compromising compliance. Bipsync takes care of versioning, logging, archiving and more.
Capability for the Technology Officer
All the usability and integration points of modern consumer software, with enterprise-level security and configuration features.
Insight for the Portfolio Manager
Get a better understanding of your research process and performance, identify outdated research and uncover latent investment opportunities.
Productivity for the Analyst
Be faster and more informed. With note-editing features, company ticker auto-recognition and subscription notifications.