Research Management

Top Research Management Features that Boost Allocator Performance…

How to extract more accountability and more productivity from your investment operations. The offense and defense of knowledge, process and data management…

Leading fintech investment firms back Bipsync and its category-defining approach to knowledge management for the investment front office

In our recently published guide to the most common attributes of successful investment research processes, we look at the building blocks and methodologies that our fund manager and allocator clients…

Bipsync is optimized for investors to quickly and simply capture, aggregate and organize research assets (models, notes, files, contacts, external data sources and so on) from a single system of…

A key objective for any Investment Research Management Solution is for you to be no more than a few seconds or clicks away from the research – or any research-related…

Investment Research Task Management – An overview of Bipsync RMS Tasks

Allocators demand a robust, repeatable approach to manager research, selection and diligence. This Fund-of-Funds (FoF), one of the world’s largest and most established, is no different. Looking to embed structure into its…

Building the Bipsync Notes iOS app

Fund managers increasingly need to put their fingers on exactly what constitutes their most successful investment research process. The race is on to understand what makes it work and what…