Client Case Studies
”"As research analysts and portfolio managers often collaborate virtually, many firms realize that traditional tools such as spreadsheets and shared drives are no longer sufficient to accommodate expanding datasets."David EasthopeSenior Analyst for Coalition Greenwich Market Structure & Technology
”"The biggest pain point Bipsync solves for us is having a research management system that functions in rhythm with the way we actually work. It's natural. It's smooth, it's fun and functional, and you don't actually have to think about it."Sal Del GiudiceInvestment Manager
”"I don’t want to manage infrastructure. I want to work directly on things that deliver value. Bipsync really allows us to deliver that value very quickly. The everyday effectiveness of it is really what sells the product.”David LiChief Technical Officer, WUIMC
Triodos Asset Management
Triodos Bank Save 2,200 Hours Annually through Bipsync's Research Management Platform.
Headquartered in Zeist, Netherlands, Triodos is one of the first sustainable banks in the
world. As part of its mission as an ethical financial institution, Triodos invests in companies
that bring positive impact to both people and the planet.
”"Bipsync saves us 2,200 hours per year, which more than one full-time employee...”Henk Jonker
Senior Investment Analyst of Triodos
Washington University Investment Management Company
Washington University Investment Management Company Achieves 90% Organic Adoption of RMS with Bipsync.
”"I don’t want to manage infrastructure. I want to work directly on things that deliver value. Bipsync really allows us to deliver that value very quickly. The everyday effectiveness of it is really what sells the product.”David Li
Chief Technical Officer
Eastern Shore Capital
During the COVID-19 pandemic, Eastern Shore relied on Bipsync’s Research Management Software (RMS) as part of its business continuity platform. Bipsync was founded in 2012 by experienced Silicon Valley investors and software developers. The purpose-built RMS brings research productivity and compliance together to drive strategic decision-making for investors.
””Being able to walk through the story of our holdings in detail brought the nuances of our process to life and allowed us to provide more depth than we had in the past,”Sarah Westwood
Partner & Portfolio Manager at Eastern Shore
Global Endowment Management
Global Endowment Management Adopts Bipsync's RMS to Centralize Its Public Manager Diligence and Document Management Processes
”“The biggest pain point Bipsync solves for us is having a research management system that functions in rhythm with the way we actually work. It’s natural. It’s smooth, it’s fun and functional, and you don’t actually have to think about it.”Sal Del Giudice