For Asset Managers
Focus on alpha, not admin, with automated research workflows.
Trusted by the investment management industry
Your investment research is scattered across spreadsheets, documents, emails, and fragmented systems.
You’re dealing with operational inefficiencies, data silos, compliance headaches, and unprotected institutional knowledge.
This is where Bipsync comes in.
Capture & Centralize
Automatically ingest research from emails, documents, and third-party providers.
Structure & Collaborate
Organize data intuitively and collaborate seamlessly across teams.
Analyze & Decide
Leverage your team's collective intelligence to surface insights and track research workflows.
Tailored for your business
For Asset Owners
All of your manager research, just a few clicks away.
For Consultants & Advisors
Unify research, scale advice, and bring clarity to every mandate.
Case Studies : Research in. Results out.
40TB+
of institutional knowledge stored. Secure, siloed, and instantly accessible by the right teams.
$4T
Assets managed by Bipsync clients
I’d say we’ve more than doubled in efficiencies just with the addition of Bipsync. And I’m probably grossly understating it.
April Robinson,
Vice President of Investment Operations
Vice President of Investment Operations
The response that we get from Bipsync is fast and always helpful – so it’s more than just the system, it’s been a good partnership, and we appreciate that
Henk Jonker,
Head of Research
Head of Research
View all case studies
Explore what other modern investors are leveraging for their research management processes.
View our Case StudiesResources : News & Insights
Where industry compliance comes as standard
Bipsync’s data storage solution was designed to keep our clients’ data safe through adherence to security best practices and standards, like SOC 2 and ISO 27001. Data is encrypted at rest and segregated from other clients’ data via dedicated instances that ensure no information can be shared. Data remains within the private network and never reaches the public internet, and is encrypted end-to-end. Data is not commingled with other clients’ data.