Client Case Studies

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

Investment Manager