Core RMS

Integrated research management software that works where and how you do

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.

Seamless Syncing

Our web, iOS, and desktop apps ensure that you always have access to your research, via the application that’s most convenient to you. Our suite of plug-ins and integrations ensure that you can go from the board room to the airport lounge without missing a beat.


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.

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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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