Asset Owners

Centralize your information across teams, systems and strategies.

Eliminate inefficient research processes, automate repetitive tasks, and centralize information. Enable your team to make informed investment decisions without workflow interruptions.

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Trusted by Leading Asset Owners

When it comes to your investment manager pipeline, things are functional but fragile – missing context, tough to maintain, and far from scalable.

Institutional knowledge is scattered across SharePoint folders, inboxes, and handwritten notes.   And when it’s time to prep for the investment committee, you’re left scrambling to pull everything together.

Bipsync brings it all into one powerful, intuitive, integrated platform – so you can streamline your pipeline, centralize your research, and walk into every meeting ready.

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 Endowments & Foundations

For Family Offices

For Pensions

40TB+

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

2,200+

hours saved

$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.

We found the platform to be super customizable. In the conversations we were having with other companies, we found that we needed to fit our research and investment process into their platform.

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.