Subscribe to All, Full Content Email Notifications and More: Bipsync RMS 80

The Bipsync Research Management Software has been updated to release 80, with numerous new features and improvements, including:

Subscribe to All

Bipsync subscriptions give you a powerful, lightweight tool to stay on top of research in your fund. Until now you’ve been able to subscribe to any kind of tag in Bipsync, for example your favorite companies, industries, internal groups or team members. Now you can also subscribe to All Notes to receive subscription notifications whenever any update is made to research that is available to you.

Subscribe to all notes

Receive Full Note Content for Subscription Notifications

Until now, subscription emails have provided an easy to digest list of note titles relevant to your subscribed tags. With release 80, you can now choose to receive the full note content in your subscription emails, so you don’t even have to leave your inbox to stay on top of what’s happening in the RMS.

To receive full note content for your subscriptions, go to the Settings panel, then Notifications, and choose “Full note content” for the Email Content setting.

In the example below, I’ve chosen to receive all notifications by email (even if I’ve previously read them in the RMS app), in a daily summary format, and with full content. I’m also subscribed to All Notes (see previous update), so at the end of each day, I will now receive a single summary email from Bipsync that gives me the full note content for every single change made that day in the RMS (to notes that are shared with me).

Email content settings for subscriptions

Update by Email Improvements

In release 79, we added a feature to update existing notes by email. In this release, we’ve fixed a minor issue where the setting would appear to be off if you went back in to enable email updates for a note that was already enabled – but don’t worry, it wasn’t actually off.

More importantly, we’ve also tweaked the email processor so that you can now choose to leave the email subject blank, if you want to keep the existing title for a note.

Custom Company/Industry/Geography Mappings (Beta)

Bipsync has a built-in master list of industries, geographies and companies (public securities), and has always automatically mapped any notes tagged to a company to the relevant industry and geography. The RMS also allows users to create custom companies, geographies and industries, but until now there has not been a way to automatically map tags for these custom items.

With release 80, you can now define mappings for custom companies, industries and geographies. This is currently a beta feature so has some limitations, the most notable of which is that mappings are not yet retrospective: they will only apply to tags used after the mappings are set up.

In the example below, I’ve created a custom company entry for Navdy, and mapped it to the United States geography and a couple of relevant industries. I then tagged a note to the Navdy company, which means that the note now also automatically appears under the United States geography and the mapped industries.

Company custom geography and industries

 

Custom mapped note displaying in a geography

When setting up mappings, it’s better to map from the smaller entity to the larger entity. For example, Navdy is part of the larger United States geography and Automobiles industry, so map from the smaller company to the larger geography and industry.

Similarly, if you had a custom geography called New York City and another called East Coast US, then map from the New York City geography to the East Coast US geography, because New York City is always a part of the East Coast US, but a note about the larger East Coast US is not necessarily about New York City.

Pipeline Dashboard Scoring

Bipsync has always had a neat, slightly hidden, quantifiable research feature in the pipeline dashboards that has allowed you to display and sort by a configurable score, calculated from your idea field values.

With this release, the scoring capability has been exposed in the admin interface for pipeline dashboards, so that you can define and update the scoring mechanism easily rather than relying on us to make configuration changes.

Quantitative process workflow in a hedge fund Research Management System

The score configuration in the admin interface is designed to be as flexible as possible. Create as many dashboard scores as you want, using any kind of calculation from the idea values.

The quant score definition in the RMS admin

Other Pipeline Improvements

Other improvements to the pipeline functionality include:

  • The ability to add an idea (or any other kind of pipeline project, like a task) from the note tagging interface, like you can with labels, companies, and so on.
  • When you filter a pipeline in the left column the filter will no longer disappear if the list changes (e.g. If you delete or add an item).
  • The “Show only assigned to me” button in the left column has been moved into the filter menu, to make the interface simpler and more consistent.

Label Locking

Until now, only the creator of a label has been able to edit it, even if it is shared. Now labels and be locked or unlocked, so that you can choose if others should be able to edit a shared label or not.

Compliance Report Interface Update

The Compliance Report interface has been updated to make it more consistent with the main app interface, and to make the report export list easier to use.


As usual, special thanks go to our customers and users who help to suggest and shape some of these features. Please get in touch if you have any questions or feedback.