For Investment Professionals
When it comes to investment research management we know you need a focused, vertical approach to meet the full range of industry requirements and optimize specific industry workflows. Bipsync was founded by software experts and investment professionals, for investment professionals.
From built-in compliance reporting and integration with critical data sources and portfolio systems, to auto-tagging, pipeline analytics and keyboard shortcuts to suit analyst working methods, Bipsync is purpose-built for the demands of the asset management industry.
We’ve worked closely with fund analysts, portfolio managers and compliance professionals to iterate the interface over many years, and continue to do so, to ensure every new feature and workflow matches the business needs of today’s modern funds and their professional investors.