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The Bipsync Research Management System RMS has been updated to release 102, with dozens of improvements and a major new beta feature for internal conversation streams…

Advanced Subscriptions (Beta): A Compliant, Private Twitter/Tweetdeck Alternative

Hedge funds need an easy way to communicate short, concise pieces of timely, transitory information to appropriate people in their team, without causing irrelevant noise for colleagues. Investors can then quickly share and stay updated on news that matters to their investments and that may influence imminent investment decisions.

Current platforms that support these types of features are either publicly accessible, non-compliant (e.g. unable to capture and store the communication streams for audits) or lack critical functionality that analysts, traders and portfolio managers need to stay efficient and focused on their specific ideas.

Bipsync provides a range of core features for sharing longer research notes, commenting on them, and receiving automatic updates on topics that matter to you, through Subscriptions. In release 102, we’ve taken these existing features and super-charged them, to support these additional workflows around the sharing and discussion of timely, temporal news snippets and thoughts.

Existing Bipsync users don’t need to learn any new concepts; anyone familiar with Bipsync Comments and Subscriptions can quickly get up-and-running with these enhanced features and new views, which essentially consist of:

  • A new Subscriptions panel in Bipsync to browse your subscriptions as real-time streams of information. While you’ve previously been able to receive subscription updates as in-app or email notifications, you can now also browse them within Bipsync.
  • Built-in browsable streams of My Comments and Interactions, which consists of replies to your comments and any @mentions of you in a comment.
  • The ability to add a new comment directly from the new Subscriptions panel, with intuitive inline tagging, so that comments can be associated with any number of companies, industries, user groups, etc. To add an inline tag inside a comment, simply type a # or @ character followed by a tag name, and an auto-complete menu will appear.
  • New comments appear in relevant subscriptions in real-time, so you can use comments to quickly let people know about pertinent information. Only users who have subscribed to tags mentioned in each comment will see the information, keeping everyone focused on topics that matter to them.
  • Reply directly to individual comments with a new reply button, with comment threads displayed in a similar way to Twitter.
  • Create subscriptions for multiple tags (e.g. a subscription that only displays comments that mention Apple and China), and configure subscriptions individually to display either comments, content updates (e.g. notes added/edited), or both.
  • Drag-and-drop subscription columns into your preferred order, and hide subscriptions that you want to remain subscribed to for notifications, but don’t want to be visible in the Subscriptions panel.

The new Advanced Subscriptions feature is currently in beta, and can be enabled on your installation on request. Keep an eye out for further improvements to this feature in the next release.

Improvements to Pipeline Dashboards

  • By default, pipeline dashboards are grouped by Stage, e.g. Backlog, Due Diligence, Pitching. In this release, you can configure a second level of grouping, so that each stage is also broken down by a second attribute, e.g. Long vs Short.
  • “Stage” can now be configured a standard column on the dashboard, rather than a special built-in grouping column.
  • The dashboard filter now includes Stage as a filtering option.
  • If you don’t display project names on a dashboard, which normally act as the link to each project, the first column will now act as a link to each project.
  • You can now configure that the “By Assignee” view (introduced in release 101) should be the default view for a dashboard.
  • The last updated date for any field can be plotted as a column on the project dashboard, for example the date of the last Price Target update.
  • You can also display historic changes to individual field values, and plot the date and value of these values on the stock price chart. This needs to be enabled on an individual field basis.

Other Improvements

  • Bipsync includes an internal database of public companies, so that you can tag to known tickers quickly and easily. While it’s previously been possible to edit the main ticker associated with a company, there have been many “secondary” tickers (for example, from other exchanges) behind-the-scenes that Bipsync uses to also match ticker queries. In release 102, you can now easily see and edit the list of secondary tickers for a company, under the More > Edit Secondary Tickers menu item on a company dashboard.
  • The note filter now persists as you navigate between different tags.
  • The “Export All Notes to PDF” option has been added to Author dashboards, so that you can export all notes from a particular user.
  • The Compliance App now displays which user requested an export in the export list.

As usual, please get in touch with your feedback, suggestions or questions.