Bipsync and Fundamatic
The Bipsync and Fundamatic partnership enables mutual clients to automate document capture, naming, tagging, and data extraction tasks throughout the entire investment process. This seamless integration allows users to gain a deeper contextual understanding of data and its source documents, enhancing their proprietary research within Bipsync for richer insights. By streamlining these processes, the partnership also creates firm-wide operational efficiencies, significantly boosting productivity and effectiveness.
Capture
Seamlessly capture data from your email and fund portals within minutes.
Classify
Tag, name, and classify incoming documents by investment vehicle
Extract
Extract data and map them to associated funds for greater visibility
Integrate
Sync and store your data and documents to Bipsync to automate downstream workflows
