RMS for Asset Managers

Bipsync enables funds to extract more accountability, productivity, and performance from their investment research operations.

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For Asset Managers

Access Anywhere

Bipsync’s Research Management Software works wherever you do. Our accessible, mobile and intuitive RMS lets analysts find, capture and share information and ideas when it matters. With security and compliance built-in.

Our modern web app, native iOS app and desktop app keep team members fast and productive and their data secure, so they can view research, take notes, and collaborate on ideas when and where it counts.

Central System of Record

Bipsync acts as the Operating System for your funds workflow. Email notes in and out, export PDFs, integrated spreadsheet-based data models, clip web pages, use our plugins and API’s for a fully connected research environment. Quickly and easily expose relevant insights with pinpoint accuracy to whoever needs it, whenever they need it.

Alternative Data

Asset Managers worldwide are increasingly turning to technologies that can aid in mining actionable insights from vast swarths of regular and alternative-data. Bipsync highly configurable dashboards and natively open API, allow for all sorts of data and information to be piped in and displayed how you want it on the dashboard.

Triodos Bank Bipsync Case Study
Ultimate Guide to RMS Bipsync Whitepaper

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Compliance at its Core

Stay ahead of shifting regulations and simplify compliance processes.

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Purpose-built secure compliance suite for Compliance Officers.
On-demand data retrieval, reporting and analytics.
Automatic versioning, logging and archiving.
A time-accurate and complete audit trail of every action taken within the platform.
Customizable access policies, authentication and authorization controls.

The Platform That Powers Your Research

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