Resources

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

Featured Resources


 

Research Management Systems: Essential Tools for Modern Investors [Greenwich Associates Report]

Asset Managers and Allocators cite their top priorities, challenges and opportunities for 2020 in this New Research Management Study from Greenwich Associates.

This report is the first fully dedicated in-depth market study into the increasingly complex investment research and data management processes in asset managers and allocators. 

Among other key findings, the survey found the typical fund consumes and synthesizes over 25 different research and data sources in their investment research process.

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.

Download your complimentary insight report.

RMS Report front page


 

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…

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…