Resources

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

Featured Resources


 

The Ultimate Fund Guide to Choosing an RMS [Buyers Kit]

A vendor-neutral resource, with everything you need to start evaluating RMS 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…

The Consumer App Dilemma in Investment Management [eBook]

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

Read more…

Getting Started with Bipsync Core RMS Overview [How-to Page]

How to create, save, search and share research with our Core RMS features and functions, wherever you are.

Read more…

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…

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…