Asset Managers

Maximize alpha.
Minimize friction.

Bipsync brings teams together with a centralized platform that aligns research, streamlines oversight, and supports AUM & product growth, without adding headcount.

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Powering investment research across asset classes

Accelerate your investment edge with a research and workflow solution built for performance, compliance, and complete pipeline visibility – across every stage, strategy, and asset class.

A strong investment strategy is supported by streamlined, well-coordinated due diligence. Yet many firms still face challenges from fragmented systems, manual workflows, and disparate communications – all of which can create inefficiencies and operational risk.

Analysts lose valuable time toggling between disconnected tools, duplicating efforts, and piecing together missing context.

Bipsync streamlines your entire research lifecycle. From idea generation to decision- making in one secure, configurable platform.

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

Explore by investor type

For Hedge Funds

For Traditional Asset Managers

For Private Fund Managers

40TB+

of institutional knowledge stored. Secure, siloed, and instantly accessible by the right teams.

2,200+

hours saved.

$4T

Assets managed by Bipsync clients.

Being able to walk through the story of our holdings in detail brought the nuances of our process to life and allowed us to provide more depth than we had in the past.

Bipsync saves us 2,200 hours per year, which is more than one full-time employee.

Explore what other modern investors are leveraging for their research management processes.

View our Case Studies

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.

Maximize alpha.
Minimize friction.