Integrated research management software that works where and how you do
Core RMS
Custom Workflow
Choose from our best-in-class templated structures, or work with a dedicated team of Bipsync experts to customize the ideal workflow for your users. Our fully-integrated suite of apps and plugins will ensure that all of your research and data is synced and accessible wherever and whenever you need it.
Note-Taking
Whether you are working on your desktop, laptop, or mobile device, note-taking in Bipsync, a leading investment management research software, is fast and intuitive. Bipsync’s note-taking functionality delivers all the usability of popular consumer tools, but with purpose-built research features typical of top-tier investment management research software – powerful search, offline sync, auto-tagging, versioning, and keyboard shortcuts – tailored to the needs of investment professionals.