Integrated research management software that works where and how you do
Core RMS
Custom Workflow
Choose from some of our best-in-class templated structures, or work with a team of Bipsync experts to customize the ideal workflow for your analysts. With our full integrated, ever-expanding, suite of apps and plugins, we’ll make sure all of your data and information is synced and accessible wherever and whenever you need it.
Seamless Syncing
Our web, iOS and desktop apps ensure that you always have access to your research, via the app that’s most convenient to you. Choose the one that works best for you, when you need it, confident your content is available and your work is captured and up to date across Bipsync. Our suite of integrations and plugins ensure that you can go from the board room to the airport lounge without missing a beat.
Note-Taking
Note-taking in Bipsync is simple, fast and intuitive. Get a consistent user experience across the web, mobile and desktop that analysts love. Bipsync note-taking delivers all the usability of popular consumer productivity tools, with purpose-built research features – powerful search, offline sync, auto-tagging, versioning and keyboard shortcuts – that investment professionals need.
