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From Fragmented to Fully Integrated: Modernize Your Research Infrastructure.

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

Aperture Investors
Eastern Shore Capital
PSP Investments
The Baupost Group

With product proliferation, global teams, and rising regulatory pressure, asset managers face a new operational reality: scale has outpaced systems.

Research lives in different tools across teams, PM notes in notebooks, ESG assessments in spreadsheets, compliance records in email threads. There’s no single view, a limited audit trail, and little collaboration across silos.

With Bipsync, your investment, distribution, and compliance teams stay aligned with the data they need, when they need it, whether you are launching a new product, preparing for an RFP, or facing an audit.

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.

Case Studies : Research In. Results Out.

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.
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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.

The power of many over the knowledge of one

See Bipsync in Action