2025 Mid-year Product Update

Delivering a smarter, more seamless Bipsync experience 

At Bipsync, our product vision is rooted in one goal: to improve the productivity and efficiency of our clients’ investment research and workflows.  As we move through 2025, we’re pleased to share key enhancements from the first half of the year that bring us closer to that goal.  

The following updates reflects our commitment to the strategic themes outlined in our 2025 roadmap: applying AI where it drives measurable value, streamlining your notetaking and editing experience, aligning functionality across the Bipsync suite-of-apps, and accelerating the follow of data in and out of the system. 

Leveraging AI to transform workflow efficiency 

Earlier this year, we launched Bipsync AI, a new suite of artificial intelligence features designed to empower investment teams to quickly and securely extract actionable insights from their proprietary research and data in Bipsync.  

The first of many features we’ve made available in Bipsync AI helps users quickly distill insights and stay organized without additional manual efforts.   

Research Summarization 

Now available as an add-on, this feature condenses content from a note and its attached files into concise, digestible summaries.  

Smart Tagging 

Also available as an add-on, this feature recommends relevant tags based on the content of your research for more consistent classification and reduced manual tagging effort.  

In the coming quarters, we’re preparing to roll out the next wave of our AI features designed to surface insights faster and reduce manual effort across your workflows. Stay tuned—new capabilities are just around the corner.

Enhancing the note-editing experience

We continue to invest in the foundational tools that improve how research is created, edited, and shared in Bipsync.  

Exclusive Editing 

To prevent version conflicts and maintain editorial control, Exclusive Editing ensures that only one user can edit a note or file at a time. Other users may view and request editing access, but changes are locked until the current editor is finished or becomes inactive. 

Microsoft 365 for Bipsync web app 

Another major update we’ve developed this year, and will be available for users soon, is the ability to natively run Microsoft Office 365 applications in the Bipsync web app. This integration enables users to open and edit Word, Excel, and PowerPoint files within Bipsync using their Microsoft 365 accounts – eliminating the need to download files or switch between platforms. With seamless in-app editing and formatting, teams can work more efficiently and maintain version control, all within the secure Bipsync environment. 

Enhancements to Bipsync iOS 

We know that research happens everywhere – not just at your desk. This year, we’ve added new functionality to the Bipsync iOS app to help users stay connected while on the go. 

Voice Memos and Transcription 

Users can now record voice notes directly in the iOS app and automatically transcribe them into searchable text. This feature is ideal for meetings, travel, and real-time idea capture. 

iOS Edit History 

We recently introduced the ability for users to view and copy to recent edits of a note directly from within the Bipsync iOS app, giving mobile users greater control over their content while on the go. Edit history is stored locally on the device, allowing users to access prior versions of a note they’ve edited on that specific iPhone or iPad. While this feature doesn’t currently sync across devices or to the web app, it offers a convenient way to track and recover recent changes made on mobile. 

Getting data and content into Bipsync faster 

We’re focused on making Bipsync more connected, flexible, and efficient as the system-of-record and workflow environment for your investment research operations. 

Addepar integration 

We’ve launched a bi-directional integration with Addepar to synchronize data between platforms. This integration enables a real-time connection between your portfolio data and research workflows, reducing manual efforts and improving data accuracy.  

DiligenceVault integration 

Our integration with DiligenceVault allows users to easily incorporate a diverse set of collected data, documents, and RFP/DDQ responses into their proprietary research process in Bipsync.  

Looking ahead 

That’s just a few of the exciting developments we’ve been focusing on. We’re looking forward to sharing even more in the coming quarters, so stay tuned for what’s ahead. 

If you’d like a personalized walkthrough of any new features, please contact your account manager or reach out to us.