Platform

Deployment & Support

Our technical and customer success teams deliver tailored support and services to ensure your firm’s research management initiative is a success.

From fragmented data and lost notes to a single, scalable platform tailored to how investment teams actually work.

Fast and Accurate Data Migration

Our technical team follows a clear and proven process to ensure a smooth transition to your new system whether you need to migrate a decade’s worth of data from an existing RMS, disparate notes from a collection of consumer tools or information from your own proprietary systems. Even for the most complex of data sources, you can be confident our robust, comprehensive and efficient migration services will meet your team’s needs.

Configured For Your Team

There are a wide variety of enterprise features and configuration options available. Our comprehensive API opens up endless possibilities for integration with your internal systems, data and processes. Push and pull research data, request back-ups and plot and display data from other systems on your dashboards.

Software that’s Always Up-to-Date

Bipsync operates in continuous delivery, which means updates are fast, timely and seamless. This approach removes the overheads usually associated with IT maintenance and lengthy product updates, enabling you to focus on getting the most out of the software, rather than running it.

Support

Bipsync provides a full enterprise Service Level Agreement (SLA) ensuring hands-on support services and counsel. Our service desk provides support and advice for your whole team, when they need it.

Onboarding & Training

Bipsync’s intuitive design makes it simple to use from the outset, but we know that having someone on-hand to walk you through the features and ask questions makes a big difference. Bipsync provides one-to-one and one-to-many onboarding sessions for individuals and teams, in addition to meeting your ongoing training needs both onsite and online.