RMS for Endowments

Standardize and accelerate your manager selection, monitoring, and oversight utilizing Bipsync’s suite of tools.

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For Asset Allocators

Seamless Integration

Endowments looking to standardize and accelerate manager selection, monitoring, and oversight can utilize Bipsync’s highly configurable and process-driven Research Management System. Bipsync enables users to work with the speed and agility needed to cater to complex manager relationships.

Bipsync’s Open API allows us to connect with the other systems in your tech stack, allowing for constant communication and data flow.

Process Management

Get a more in-depth understanding of research timelines and performance, standardize, score and monitor your entire research process with Bipsync’s Process Management Suite. Better understand and analyze the effectiveness of each investment stage, uncover latent opportunities, discover new trends and identify bottlenecks with our feature-rich pipeline management.

Highly Configurable

Seamlessly organize research across multiple dimensions and relationships, and capture key data across contacts, organizations (LPs, Fund Managers, Fund Vehicles, Companies), strategies and custom tagging properties. We pride ourselves on going above and beyond to deliver a modern and sophisticated user experience, and will work with you to configured the perfect workflows and dashboards.

Triodos Bank Bipsync Case Study

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Compliance at its Core

Stay ahead of shifting regulations and simplify compliance processes.

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Purpose-built secure compliance suite for Compliance Officers.
On-demand data retrieval, reporting and analytics.
Automatic versioning, logging and archiving.
A time-accurate and complete audit trail of every action taken within the platform.
Customizable access policies, authentication and authorization controls.

The Platform That Powers Your Research

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