Introducing Shareable In-Note Components
Feature in Focus: Advanced notetaking sharing models from RMS Release #180
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
An In-Depth Look at the Mail Classifier
Building the Mail Classifier - How we Automatically Sync Email to the RMS at Scale
RMS 164: Introducing Mail Classifier
Release 164 of the Bipsync Research Management System is out now. In this release we introduce the Mail Classifier, which allows email...
RMS 163: Rules Improvements and More
Release 163 of the Bipsync Research Management System is out now. This is a minor release, comprised largely of bug fixes and...
Revamped Search: RMS 162
Release 162 of the Bipsync Research Management System is out now. This release includes a powerful expansion of our search feature, along...
Super Admin: RMS 161
Release 161 of the Bipsync Research Management System is out now. In this release we introduce a new user role along with...
Introducing Exchange Sync: RMS 160
Release 160 of the Bipsync Research Management System is out now, and features a brand new way to sync data into your...
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
Grid Widgets, Improved Mobile Experience: RMS 131
The Bipsync Research Management System is now on release 131. The key feature in this release is a new dashboard widget, but...
PDF Annotations, Sketches and Biometrics: RMS 130
The Bipsync Research Management System is now on release 130. This week also saw version 1.29.1 of the Bipsync Notes iOS app...
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
What’s new in Bipsync Notes iOS?
Introducing PDF annotation, inline tagging, support for iPhone X, file attachment improvements and a lot more...
Improving The Performance of Spell Checking
Building a comprehensive, on-demand spell checker for investment research professionals
Using Grade School Math To Build Elegant Inline Comments
The secret behind Bipsync's inline comment feature
Bipsync Notes iOS 1.18.0 – Emails and Templates
New features and improvements in the Bipsync Notes iOS app version 1.18.0