Core RMS

Integrated research management software that works where and how you do

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 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.

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With Bipsync’s reporting capabilities, we have reduced the manual workload required for producing one of our compliance reports by at least 80%

— Compliance Associate, $11Bn Fund Manager

We found the platform to be super customizable. In the conversations we were having with other companies, we found that we needed to fit our research and investment process into their platform. With Bipsync, it felt like the opposite.

— Jeremy Frenkel, Equity Analyst at Colorado Public Employees Retirement Assoc.

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