Bipsync for Allocators

Powerful RMS for fund-of-funds, endowments, pensions, family offices and institutional investors in funds



“Evaluating managers and fund performance requires a rigorous, repeatable and well-defined approach to research. But discipline doesn’t have to be cumbersome…”



Pension Funds

Sovereign Wealth Funds


Family Offices


Bipsync works with the world’s largest allocators to power their research processes.


Bipsync for Allocators enables fund-of-funds, endowments, foundations, pensions, family offices, and other institutions, to define and accelerate their approach to manager selection, diligence, oversight and analysis, in one integrated research platform.

  • Single system-of-record organized across multiple dimensions

  • Built-in CRM with robust contact management features

  • Advanced analytics, configurable dashboards and custom reporting

  • Process management tools including pipelines and portfolio views

  • Automation engine with rules, task management and notifications

  • Open API to integrate systems, applications, and data sources

Configured to Meet Your Unique Investment Workflows

The most powerful part about Bipsync’s platform is just how customizable it is. Seamlessly organize research across multiple dimensions and relationships, and capture key data across contacts, organizations (LPs, Fund Managers, Fund Vehicles, Companies), strategies and custom tagging properties. 

Research with Speed, Agility and Consistency Built-In

Add consistency to the way you build-out, monitor and measure research from idea origination to investment decision. Define pipelines to progress and track opportunities, standardize scoring systems, automate diligence checklists, reporting and more with powerful process management capabilities.

User-Centered Design, Accessible Anywhere

Designed for usability and mobility, Bipsync eliminates the steep learning curve associated with other financial systems. Our intuitive knowledge hub, productivity environment and automation tools serve to enhance existing workflows, reduces app switching, and deliver the highest adoption and engagement rates in the industry.