Our technical and customer success teams deliver tailored support and services to ensure your firm’s research management initiative is a success.
Deployment and Support
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.
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.
All release notes and updates are published to our website.
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.
Get in touch to learn how Bipsync can be configured to meet the needs of your firm.
Customer Success and Support Services
Bipsync provides a full enterprise Service Level Agreement (SLA), including an option with a dedicated customer account manager for funds wanting regular, hands-on support services and counsel. Our 24/7 service desk provides support and advice for your whole team, when they need it.
Onboarding and Training
Bipsync’s intuitive design makes is 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.
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.