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Steward Capital with Confidence. Centralize Your Research.

Bipsync helps pension funds streamline manager due diligence, maintain institutional memory, and support investment decisions with a clear, compliant audit trail.
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Managing long-term capital for thousands of beneficiaries demands rigor, transparency, and continuity.

But fragmented research workflows across inboxes, drives, and internal systems make it difficult to maintain consistency or prepare for audits.

 Institutional knowledge walks out the door with turnover. IC prep is reactive. And insights get lost in translation between teams.

This is where Bipsync comes in

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
I’d say we’ve more than doubled in efficiencies just with the addition of Bipsync. And I’m probably grossly understating it.
April Robinson,
Vice President of Investment Operations
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.
Jeremy Frenkel,
Equity Analyst
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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.

Collective intelligence at scale

See Bipsync in Action

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