Get Started with Bipsync RMS

Get up and running with Bipsync Core RMS note-taking, organization, collaboration and more.


Get to grips with the Bipsync platform basics with this overview of our core RMS features and functions. This is your quick ‘how to’ guide to getting the most out of Bipsync RMS for you and your research, so you can create, save, search and share research, wherever you are.


As a professional investor, you spend a lot of time researching opportunities, keeping track of information for existing investments, and organizing your ideas.

The Bipsync Research Management Platform (RMS) makes this research process easier, faster, and more consistent. It is designed to be your go-to productivity tool wherever you are: on the web, on a mobile device, or from your email.

You can organize and browse Bipsync notes in any number of ways, including:

  • Investor-specific, customized filing systems.
  • Fund-wide classification systems, including by Contact.
  • Industry-standard themes like companies, industries and geographies.

Professional investors are usually part of a team, or even a team inside another team. Bipsync fully supports team and group dynamics. It helps you and your team to quickly collaborate for better knowledge sharing across the fund, which ultimately results in more informed decisions and better returns.

Analysts benefit from Bipsync’s efficient note taking and research management, which is as easy and efficient to use as a consumer tool.

Funds benefit from Bipsync’s enterprise-level security, time-saving compliance features, flexible configurability, analytical tools to feedback and improve processes, and modern API to integrate into existing systems.

1. Basic layout and concepts

The Bipsync web interface is divided into three columns:


  • The left column displays the different ways that notes are organized, or tagged: by company, contact, etc. Click a tag in this column to browse notes associated with it. You can also find notes by searching, using the search box in this column.
  • The middle column displays the list of notes for the currently selected tag. Whenever you click a tag or perform a search in the left column, the relevant notes appear in the middle column. Click a note in the middle column to view it.
  • The right column displays the currently selected note. When you click a tag in the left column, before a note is selected in the middle, the right column will display a dashboard for that tag. The dashboard is a high-level overview of all notes with that tag, including an activity feed of all changes made to those notes. It is a useful way to remind yourself of the work that you or your team has done for a particular tag.

2. Capture research

Create notes in the Web App:

  • Click the “New Note”  button in the middle column and you are immediately in a new blank note with all the familiar note-taking and formatting features you’d expect.
  • Once you’ve given your new note a title, press the tab key or click into the tag field to tag your note.
  • Attach multiple files to a note. Drag and drop your files, or click the attachment icon in the top note toolbar to select and attach your files.
  • All changes to notes are saved automatically, there is no save button and Bipsync automatically records a version history. Click the More > Previous Versions menu option above a note to browse version history, revert or review changes.
  • The web app is “responsive”, and also works in most mobile browsers on iOS and Android, with an internet connection. The web app and responsive version don’t support offline use.

Create notes in the iOS App:

A fast, native iOS app is available in the Apple App Store. It’s optimized for the iOS platform, and includes full offline functionality so that you can take and access your notes wherever you are, even if you’re not connected to the Internet.

  • Download the Bipsync Notes iOS app from the App Store
  • Your notes and files will automatically sync to your phone.
  • The app has full offline support, so once content is downloaded to the App you are able to access it without a connection.  Content created or edited offline will sync to server as soon as a connection is re-established.
  • Upload PDFs and save web pages into Bipsync by using the Share Sheet “Clip to Bipsync” functionality.


Create notes in the Desktop App on Windows or Mac:

Download the Bipsync Notes desktop app from the web app, under Settings > Apps & Add-ons.


  • Your notes and files will automatically sync to your computer.
  • Compatible with Excel, Outlook, Powerpoint and Adobe,  you can automatically save your files to Bipsync with one click as you’re working.
  • Notes can be created and edited offline, and all changes will sync when you next connect.

Submit and tag content by email:

  • To email information into Bipsync as a note, forward or send your email to your specific fund address.
  • Add tags and tickers in square brackets at the end of your email subject line to automatically index in Bipsync, e.g. Fwd: Apple Q4 Earnings Expectations [AAPL] [Earnings]
  • You can [Tag] email content to Tickers, Companies, Labels, Countries, Contacts, etc.
  • To apply multiple tags in your email subject line, use individual brackets or comma separate your list of tags inside the same brackets, e.g.  [FB US] [Social Media] [VR] or [FB US, Social Media, VR].
  • If you have a label, pipeline idea and company tag all called AAPL, specify exactly which tag to use via [label:APPL] or [idea:APPL] or [company:AAPL] etc.

3. Organize and find research

Use tags to organize research:

Regardless of how you capture your content, Bipsync employs a one-to-many tagging approach, so your research lives in a number of tag locations to add context and increase findability in the system.


  • Use labels for personal organization:
    • Labels are your personal organization system for private tagging. Click the + button to create new labels, and drag-n-drop to order and nest them.
  • Tag to structured properties  (Companies/Industries/Geographies etc.)
    • Properties are pre-defined tags in Bipsync and are visible to everyone.
    • Notes tagged with a Company will automatically be tagged with their GICs industry sector.
    • You can create new companies/industries/geographies by clicking the + button at the top of the left hand column when in the respective tag.
  • Apply note types
    • Tag by Note Type to categorize your content further. Only one Note Type can be applied at any one time, these will be specific to your fund, example note types are:
      • Meeting
      • Call
      • Memo
      • Earnings
  • When you tag to a note type, Bipsync can be configured so that specific note fields appear to further add detail to the note. For example, a Meeting note may display additional fields for Meeting Date and Participants.

Search and filter:

There are multiple ways to find the research information you need in Bipsync. To get you started, here are the most common.

  • Keyword Search
    • The search box in the left column is often the fastest way to find content. Type any keyword or phrase, hit return, and get the results from all your notes and attachments in seconds with your keyword highlighted inline.
    • You can use boolean conditions (AND, NOT, OR) in your keyword search terms, i.e. “Apple OR Samsung OR Android”, or “Apple AND revenue NOT estimated”.
  • “Go To” Hot Key
    • The “Go To” keyboard launcher is the fastest way to navigate Bipsync and perform actions on content.
    • Press Alt+G to open the launcher. Go to Settings > Preferences to change this to Ctrl+G or Cmd+G on a Mac if that’s more comfortable.
    • Start to type any tag (e.g. a company name or ticker), visible note or button and hit return to jump to that item.
  • Filter
    • When you need to get more granular, head to the second column and hit the filter icon. Here, you can combine any number of options to narrow down your current list of notes. Refine by attachment type, date, author, and more.
    • You can also type a minus symbol before any tag to exclude from your search results.
  •  Sort and View Options
    • Configure your view of content with your preferred note data in a grid format. To enable this, click on the Sort and View Options button at the top of the middle note list, then choose Table.
    • By default we display the note title, but to add other columns, scroll down to Table Options and add your preferred note display options.
  • Show “Only My Notes”
    • To temporarily hide all research from your team members, click your name in the top left, then Show Only My Notes. Similarly, you can select any group from this dropdown to focus in on only those notes shared with that particular group.
    • When selected, this filter applies to all information, including note counts and notes that are included in search results.


4. Share and collaborate

Sharing options and permissions:

  • Share notes
    • Click the note share button above the note editor to share your note with specific groups, colleagues, or to keep it private. When a note is shared it is visible and searchable to those users or groups.
  • Lock/unlock content for editing
    • Lock any shared notes that you don’t want your colleagues to edit via the note lock button, to the right of the share button.
    • If you leave your note unlocked, anyone you give access to can make edits.
  • Comment and @mention on a note
    • Comment on any note that is shared with you by clicking the + comment button at the top of the note.
    • Leave a comment inline by highlighting specific text before you click the add comment button. Your comment will be visible to anyone that has access to the note.
    • To mention a group or team member by name in a comment, type the @ character followed by their name.
    • People mentioned in comments will receive a notification to make them aware of comment and conversation.
    • To control how you receive notifications about comments on your content, click you name in the top left, then Settings > Notifications.


Subscriptions and Notifications

  • Subscribe to note updates
    • When you leave your shared note “unlocked”  you can subscribe to it to receive notifications on any changes your colleagues have made.
    • Subscribe to notes, entire companies, industries or contacts, to follow their activity, and receive notifications when new information is added or updated. You can even subscribe to the Home section in Bipsync to receive updates about all changes.
  • Set up notification preferences
    • Go to the Settings panel, then Notifications to configure your personal settings for how you want Bipsync to communicate with you.
    • Choose to receive subscription notifications in-app, via email, or both, and specify your preferred format and frequency.
    • To set up a daily summary email of all changes to your subscribed content in the system, select email updates and in batches, and insert the time you wish to receive the summary in your inbox.


5. Shortcuts and productivity features

Bipsync Core RMS includes many productivity features and details to save you time, here are a few to get you started:

  • Common keyboard shortcuts
    • Click a company in the left column, or a note in the middle column, then use down/up arrows to go to the next/previous item in the list
    • If a note has multiple attachments and is in preview mode, the right/left arrow keys will switch the preview to the next/previous attachment
    • Press the delete key (fn + backspace on Mac) twice to delete a note
    • Press Alt+N (Alt+Shift+N on Mac) to create a new note
  • Shortcodes
    • When typing a note, some combinations of characters convert into formatted text when you press return. For example, sentences starting with an asterisk and a space will convert to a bulleted list, and sentences starting with a hash and a space will convert to a heading. See the Bipsync Getting Started note in your Bipsync account for a comprehensive list of these shortcodes.
  • Multi-select
    • You can shift+click to select multiple labels in the left labels list or notes in the middle notes list. This comes in handy if, for example, you want to delete multiple labels, or tag or share multiple notes at once.
  • Templates
    • Use templates to create reusable note structures, such as an outline for an investment thesis or earnings call. To create a template, choose the drop down menu from the New Note button and then New Template, or save an existing note as a template by clicking the More > Save As > Template in the top row above a note. Then, to start a new note from a template rather than a blank note, choose the drop down menu from the New Note button, then New Note from Template, then the template name. To see a list of your templates, click Properties in the left column, then Templates.
  • Other note features
    • When you first click on a note, click on the Updated date above the note to see more information about the note: who created and last edited it, where it was created, etc. If a note was clipped, you can also access the original link from this menu.
    • When you first click on a note, if it contains any headings or sub-headings, an automatic Note Index will appear above the note. Click any item in the note index to jump to the relevant section in the note.
    • To save any note as a PDF, click the More > Save As > PDF option in the top bar above the note. It may take a few seconds to generate the PDF, and you’ll get a notification in Bipsync when the PDF is ready. Click the notification to download the PDF.
    • Click the maximize/minimize button in the top right above a note to make the note area stretch to full screen. This can be useful on smaller screens or in the attachment preview mode.

6. Personal settings

Click your name in the top left then Settings to access your personal settings panel. We’ve already covered some of the settings available, others include:

  • Default Collaboration Settings
    • Choose whether you want your new notes to be shared or private, locked or unlocked by default.
  • Note Style
    • Choose what type and size of font to use for notes.
  • Scrollbars
    • Choose whether to display scrollbars or not in Bipsync. Note that some browsers may automatically display scrollbars regardless of this setting.
  • Ticker Format
    • Choose whether to display tickers in local (AAPL) or Bloomberg (AAPL US) format.

There are also a few per-note settings, under the More > Note Settings menu in the top bar above a note, which will only affect the current note.

  • Text Size
    • Forces the current note to appear at the specified size, regardless of anyone’s personal size setting.
  • Text Spacing
    • Slightly changes the amount of vertical spacing between sentences, paragraphs, headings and bullets. This is usually best left as the Compact setting for taking and reading concise research notes, but you may occasionally find the Comfortable setting easier to read for longer form articles clipped from websites.
  • Formatting Richness
    • This rarely needs to be adjusted. For notes taken in Bipsync, this is set to Strict, which slightly restricts the variety in layout and formatting, but makes the note editor behave consistently. For notes that can contain complex layouts, background colors, and other formatting oddities – such as those imported from email or the web clipper – the Flexible option is set by default. If you want to remove some unnecessary formatting or styles from a clipped or emailed note, try changing it’s setting to Strict.

Getting in touch

This user guide covers the key elements of Bipsync Core RMS. For more information on the other components of Bipsync’s research platform – Process Management, Compliance Suite and Native Data Integrations – please get in touch with your customer success manager or via the contacts below.

For general enquiries about these or other features, or how you might use Bipsync in your fund, email us at

If you’re an existing user with a question about a particular feature, get in touch at