December 5, 2023 in Product News and Updates

Introducing Universal Search

We’re making Bipsync data searches smarter, faster, and easier than ever While we’re continuously adding new and exciting features, add-ins, and integrations to help our community get the most out…

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October 19, 2023 in Research Management

Managing multi-asset portfolios with Bipsync

Over the past two decades, technology has allowed the democratization of asset classes, enabling investors to analyze, assess, and act on data from a wide range of tools and platforms….

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October 5, 2023 in Announcements

Bipsync honored with “Fintech Winner” at this year’s EntreConf Awards

We’re honored to share some exciting news from the Bipsync UK team – we’ve been named the “Fintech Winner” at this year’s EntreConf Awards! EntreConf Awards is a groundbreaking celebration…

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October 2, 2023 in Research Management

A faster, more consistent way to manage earnings call data at scale

Capture, share, and report on earnings data in a flash with Bipsync   Earnings calls are a routine, calendarized activity for investment professionals to prepare for, but the way the…

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September 20, 2023 in Life at Bipsync

A coffee with… Zach Warner

The possibilities are endless when you’re this curious about everything   Name: Zach Warner Role: Technical Account Manager Coffee: Well, that depends… Nespresso machine: Stormio with milk Starbucks: Unsweetened hazelnut…

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August 30, 2023 in Compliance

How Bipsync minimizes the risk of SEC fines

This month saw some of the world’s biggest broker-dealers fined a collective $555million by the US Securities and Exchange Commission (SEC). The offense? “Widespread and long standing failures” surrounding their…

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August 15, 2023 in Announcements

Bipsync and Lionpoint Group announce strategic partnership

The partnership brings research management, CRM and workflow automation best practices to mutual clients in private markets   New York, NY – August 15, 2023 – Bipsync (“Bipsync”), a leading…

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August 1, 2023 in Announcements

Bipsync strengthens commitment to customer success with Red Arris partnership

Addition of leading tech consulting firm to Bipsync’s partner ecosystem will enhance onboarding experience for mutual clients NEW YORK, August 1, 2023 — Bipsync, a leading provider of research and…

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July 26, 2023 in Product News and Updates

Introducing iOS Home Dashboard

Our continuing efforts to make Bipsync applications as accessible and insightful as possible – at your desk or on the move – have passed another milestone with a major new…

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July 19, 2023 in Product News and Updates

Features in Focus: Improved note exports and user management

The latest improvements to the Bipsync RMS better equip users and admins to harness the power of the platform and tailor it to their unique requirements autonomously, avoiding requests to…

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