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Mobile and Accessible Research Management Software

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


Research Anywhere

Bipsync’s Research Management Software works wherever you do. Our accessible, mobile and intuitive RMS lets analysts find, capture and share information and ideas when it matters. With security and compliance built-in.

Our modern web app, native iOS app and desktop app keep team members 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.

  • Create and consume content in meetings and on the move.
  • Offline support to read and write notes anywhere.
  • Automatically synchronize data across your devices.
  • Organize content with companies, contacts, labels and other tags.
  • Preview, share and annotate 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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One Bipsync Experience, Any Location


We built the Bipsync platform with a flexible productivity environment at its core, designed to be accessible and easy-to-use at the office, at home, or on the go, via:

Subscriptions and Notifications

Set-up daily digests, real time updates and notifications for anything in the system, so everyone can stay informed on what they need, whenever they need it.

Comments, @Mentions and Collaboration

Communicate in real-time with, or notify, your colleagues on relevant content, queries or insights during calls, virtual events, or when reviewing content.

Teams and Groups

Set-up any number of teams and groups to enable simple and secure sharing and collaboration, with associated access controls to work on content and ideas across the organization.

Plugins and Productivity

Maximize personal productivity with our plugin suite (Excel, Outlook, PowerPoint, Adobe, and Web Clipper) to submit and tag content super fast, and navigate with hot keys and shortcuts designed for investment professionals.

Enterprise Security and Access Controls

Push secure access anywhere your workforce is, with encryption, two-factor authentication, SSO, role-based access and more.

Built-in Compliance

Ensure full and time-stamped audit-trail capture and robust reporting for compliance assurance and operational insight, wherever your team is working.

Read the Bipsync WFH User Guide - seven key Bipsync features that help streamline personal organization and team collaboration in support of a modern remote working strategy.