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Mobile Research Management Software

Securely push a consistent, intuitive user experience wherever analyst productivity needs it; anytime, anywhere.


Research on the Move

Bipsync’s mobile and intuitive Research Management Software lets analysts find, capture and share information and ideas when it matters.

Our modern web app, iOS app and desktop app keep analysts fast and productive and their data secure, so they can view research, take notes, and collaborate on ideas when and where it counts.

  • Intuitive mobile note-taking, built for investment professionals.

  • Centralized research management.

  • Team collaboration features.

  • iPhone and iPad app with offline sync.

  • Data synchronization across devices.

  • Encryption, two-factor authentication, automatic sign-out and more.

Bipsync Notes for iOS

Bipsync Notes is our native iOS app. It gives analysts secure access to browse, create, edit and share notes and files on their iPad or iPhone.

  • Take notes in meetings and on the move.
  • Offline support to read and write notes anywhere.
  • Automatically synchronize data across your devices.
  • Organize notes with companies, contacts, labels and other tags.
  • Preview and share file attachments.

Bipsync Notes is designed for analyst usability and built to compliance and security standards. With encrypted data transfer, password encryption, optional two-factor authentication and certificate-based security, your fund can get moving with confidence.


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