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Archives

Bipsync
November 12, 2014

Feel empowered

Bipsync was designed by user experience experts in conjunction with professional investors, to expose the features you need without the...
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Bipsync
November 12, 2014

Use your existing data

Import your notes from Evernote, contacts via vCard, and use the API to securely pull and push data between Bipsync...
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Bipsync
November 12, 2014

Keep your flow

Bipsync fits into your workflow. Email notes in, email notes out, export PDFs, clip information from web pages, and get...
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Bipsync
November 12, 2014

Track important contacts

Use the integrated contact management system to browse notes by person and share contact reputation within your fund.
Bipsync
November 12, 2014

Simplify compliance

Important compliance information is automatically recorded, versioned, backed-up and is easily queried, so you can focus on your research.
Bipsync
November 12, 2014

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...
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Bipsync
November 12, 2014

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...
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Bipsync
November 12, 2014

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.
Bipsync
November 12, 2014

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...
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Dan Zambonini
November 10, 2014

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.
Dan Zambonini
November 10, 2014

Capability for the Technology Officer

All the usability and integration points of modern consumer software, with enterprise-level security and configuration features.
Dan Zambonini
November 10, 2014

Insight for the Portfolio Manager

Get a better understanding of your research process and performance, identify outdated research and uncover latent investment opportunities.
Dan Zambonini
November 10, 2014

Productivity for the Analyst

Be faster and more informed. With note-editing features, company ticker auto-recognition and subscription notifications.

By Topic

  • Compliance (13)
  • Product News and Updates (139)
  • Research Management (49)
  • Start up Life (14)
  • Technology (47)
  • User Experience and Design (9)

Recent Posts

  • RMS 187: Mail Classifier Improvements
  • Team Spotlight: Melvin John
  • Introducing the Document Scanner
  • Team Spotlight: Jessica Alvino
  • Team Spotlight: Jack Corscadden

>Bipsync

  • Product
    • Platform Overview
    • Deployment and Support
  • How we Help
    • Core RMS
    • Process Management
    • Compliance
    • Mobile RMS
  • About Us
    • Our Approach
    • The Team
    • Careers
  • Blog
  • Contact
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