Best-practice guides, product how-to's, RMS whitepapers and more.

Featured Resources


Research Management Systems: Powering Productivity for Modern Investment Management [Coalition Greenwich Report]


Amid Growing Demand For Modernized Approaches To Support New Datasets, Institutional Investors Embrace Research Management Systems.

Growing numbers of investment managers and asset owners are using Research Management Systems (RMSs) to streamline research and manage multiple data sources employed by analysts and portfolio managers in their investment processes.

“As research analysts and portfolio managers often collaborate virtually, many firms realize that traditional tools such as spreadsheets and shared drives are no longer sufficient to accommodate expanding datasets,” says David Easthope, Senior Analyst for Coalition Greenwich Market Structure & Technology and author of Research Management Systems: Powering Productivity for Modern Investment Management.

Its why many are now recognizing that a modern research management process can help streamline idea generation and data procurement, standardize workflows, track consumption, enhance compliance, and improve team collaboration.

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Greenwich Paper Cover


The Ultimate Guide to Choosing an RMS

[Buyers Kit]

A vendor-neutral resource, with everything you need to start evaluating Research Management Systems for your fund.

Read more and download…

3 Phases of Effective Research Processes

[Best Practice Guide]

The attributes of the most effective research management processes, and a proven methodology for how to get there.

Read more and download…

Consumer Apps in Investment Research


Examine the real impact of consumer-led apps on fund research compliance, security and productivity.

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Compliant Investment Research Practices


How to align effective front-office research processes with your compliance and cybersecurity programs.

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Investment Industry RMS Survey 2020

[Market Reports]

In depth findings and analysis from independent industry survey into the increasingly complex research and data management processes in Asset Managers and Asset Owners.

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RMS Report Cover

Polling the Industry's Digital Preparedness

[Celent Research Report]

Analyst findings from our 400+ industry respondent poll on impact of Covid-19 on tech strategies – immediate measures and re-evaluating future technology investments.

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For our release notes, important product news and more opinions on investment research from us and across the industry head to the Bipsync blog

API Documentation [Portal]

Bipsync’s API description and useful deployment guides can be found in our publicly available API documentation portal. Read more…

Migrating your Research [Guide]

How the Bipsync migration process ensures a smooth transition to your new system and enriches your existing research. Read more…

Our Approach to Agile [Blog]

How we approach agile software development at Bipsync to drive speed and efficiency into our client’s research practices. Read more…


Bipsync Under the Hood [Blog]

A deep-dive into the evolution of the Bipsync platform architecture across web, iOS app, and plugin suite. Read more…

Case Studies and Use Cases


Client Case Study [Fund Manager]

How one long/short equity fund implemented Modern RMS, and found a Research Platform that analysts wanted to use. Read more…

Client Case Study [Allocator]

How one of the world’s largest fund-of-funds standardized and accelerated processes across its investment lifecycle. Read more…

Market Case Study [Endowments & Foundations]

A detailed look at client use-cases in Endowment and Foundations, examining why 4 of the world’s Top 15 University Endowments joined the Bipsync client ranks, alongside other allocator institutions, in just 12 months. Read more…



iOS Features Case Study [Investment Analysts] 

With secure access to browse, capture, edit and share research and files direct from the app, wherever you are, we collated client stories on some of the key  iOS features that keep them fast and productive. Read more…