Research Management Software Endlessly Configurable for Asset Managers Asset Owners

Say goodbye to research silos, non-compliant consumer tools and restrictive research management systems. Get the user experience analysts crave, with the visibility, compliance and control your fund needs.

News & Insights

October 2, 2023 in Technology

A faster, more consistent way to manage earnings call data at scale

Capture, share, and report on earnings data in a flash with Bipsync   Earnings calls are a routine, calendarized activity for investment professionals to prepare for, but the way the…
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September 20, 2023 in Life at Bipsync

A coffee with… Zach Warner

The possibilities are endless when you’re this curious about everything   Name: Zach Warner Role: Technical Account Manager Coffee: Well, that depends… Nespresso machine: Stormio with milk Starbucks: Unsweetened hazelnut…
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August 30, 2023 in Compliance

How Bipsync minimizes the risk of SEC fines

This month saw some of the world’s biggest broker-dealers fined a collective $555million by the US Securities and Exchange Commission (SEC). The offense? “Widespread and long standing failures” surrounding their…
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The Platform That Powers Your
Investment Research

Only Bipsync combines a centralized, easy-to-use RMS with powerful process management and data integrations in a scalable, highly configurable platform built for investment management.

With Bipsync’s reporting capabilities, we have reduced the manual workload required for producing one of our compliance reports by at least 80%

Compliance Associate, $11Bn Fund Manager

Research Management Software
for Modern Investors

Asset Managers and Asset Owners rely on integrated Research Management Systems to maximize organizational impact. We build powerful investment research management technology so you can operate effectively, maintain compliance and eliminate research silos.

Productivity for Analysts

Save time, streamline your workflow and boost productivity with a modern and secure Research Management System that simply works where and how you do.

Bipsync removes the burden of compliance and reporting for analysts, while time-consuming, tedious admin tasks are automated, so you can get on with what you do best. With our intuitive note-taking tool, mobile app, email integration, subscription notifications and integrated workflows analysts are faster, and more informed than ever.

Insight for Portfolio Managers

Bipsync provides complete visibility into the entire investment research process for Portfolio Managers.

With Bipsync RMS, you can uncover latent opportunities, discover new trends and identify efficiencies with analytics and insights into current and past performance. The integrated system means research no longer exists in isolation; tie notes and data to projects and timelines, customize and standardize your processes, and track research from idea to investment.

RMS for
Asset Managers

Streamline the research process, from idea generation through to investment decision-making and reporting.

Client Stories

RMS for

Structure and enhance your approach to the manager selection and operational due diligence process.

Client Stories

See Bipsync in Action

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