Bipsync for Fund Managers

Best-in-class RMS for fund managers


“Modern Fund Managers demand more than note-taking and email tagging to drive informed investment decisions. An integrated, efficient and compliant research management platform is a new competitive weapon…”

Long/Short Equity Funds

Multi-Strategy Funds

Credit Funds

Global Macro Funds

Venture Capital

Private Equity


Optimize your end-to-end investment research process for productivity and performance


Fund managers across all asset classes, strategy and size rely on Bipsync’s highly-configurable, scalable approach to research and process management to uncover operational efficiencies right across the research lifecycle.


  • Single system-of-record and productivity environment organized across multiple dimensions

  • Mobile apps, plugin suite and robust contact management features

  • Advanced analytics, configurable dashboards and reporting

  • Process Management Suite including pipelines and portfolio views

  • Automation engine with rules, task management and notifications

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

Scale Bipsync to meet your fund’s deployment, functional and user capacity needs

Whether you’re a start-up or a global multi-billion multi-strategy firm, Bipsync’s platform makes powerful research management accessible and cost effective for funds of all sizes. From core productivity features, collaboration and regulatory must-haves through to advanced workflow management and third party integrations, Fund Managers scale research management to suit the needs of their fund.

Fully configured to fuel your unique research processes

We configure, streamline and automate processes that are most important to your fund, right from idea origination to investment decision. When you harness Bipsync to manage and structure research data, and streamline and standardize workflows, you reduce complicated processes, limit inconsistencies and can focus-in on analyzing information and making informed decisions, rather than the admin behind it.

Designed for adoption, built to compliant standards

Accelerate existing workflows, reduce app switching and support compliance ‘out of the box’ with the highest user adoption and engagement rates in the industry. Designed for usability and mobility, only Bipsync brings together the integrated workflow and mobile experience analysts crave, with all the visibility, compliance and reporting your fund needs.