Bipsync Partnerships
& Integrations
A configurable, client-centric approach to integrations
Behind every efficient investment workflow is a strong network of tools working in harmony. Bipsync partners with leading technology and data providers and experts to deliver seamless experiences that reduce complexity and unlock productivity. Explore our ecosystem to see how we help clients across asset classes and strategies streamline operations and drive better outcomes.
Browse Partners
Addepar
The Bipsync and Addepar integration provides centralized, on-demand portfolio views directly within asset managers’ and asset owners’ research workflows.
Analytics & Accounting
Asset Owners
Alpha Alternatives
This partnership assures a successful Bipsync implementation by bringing research management, CRM, process management, document management, and compliance best practices to our mutual clients
Implementation Partners
Asset Managers
Asset Owners
Consultants & Advisors
Arch
Clients can leverage Arch’s data aggregation and document extraction technology to power downstream investment and research workflows in Bipsync
Document & Data Extraction
Asset Owners
Consultants & Advisors
Bloomberg
Designed to simplify research, the Bipsync and Bloomberg integration synchronizes real-time and historical data from Bloomberg’s Enterprise Data portal with proprietary research, meeting notes, investment memos, and more within Bipsync’s integrated research and workflow management platform
Market Data & Content
Asset Managers
Asset Owners
Consultants & Advisors
Caissa
The Bipsync and Caissa integration provides asset owners with centralized access to portfolio analytics and risk insights, connecting research workflows with total portfolio monitoring and reporting.
Analytics & Accounting
Asset Owners
Canoe
Connect Canoe’s automated document retrieval with your research workflows in Bipsync’s purpose-built platform.
Document & Data Extraction
Asset Owners
Consultants & Advisors
Chronograph
Mutual clients of Chronograph and Bipsync can leverage seamless interoperability between best-inbreed platforms to gain a consolidated view of their portfolios throughout the investment lifecycle.
Analytics & Accounting
Asset Managers
Asset Owners
Consultants & Advisors
Dasseti
The partnership will unify Dasseti’s advanced data collection and extraction capabilities with Bipsync’s modern research management platform.
Document & Data Extraction
Asset Managers
Asset Owners
Consultants & Advisors
DiligenceVault
The integration between DiligenceVault and Bipsync enables seamless data flow, enhancing due diligence across the pre- and post-investment lifecycle
Document & Data Extraction
Asset Managers
Asset Owners
Consultants & Advisors
EDI
The Bipsync and EDI integration provides asset owners and asset managers with direct access to market data and investment content within their research workflows, streamlining analysis and decision making.
Market Data & Content
Asset Managers
Asset Owners
Fundamatic
The Bipsync and Fundamatic partnership enables mutual clients to automate document capture, naming, tagging, and data extraction tasks throughout the entire investment process.
Document & Data Extraction
Asset Owners
Holland Mountain
This partnership enables clients to leverage Holland Mountain’s 15 years of operational expertise.
Implementation Partners
Asset Managers
Asset Owners
Consultants & Advisors
Preqin
The Bipsync and Preqin integration is designed to power productivity for asset allocators and fund managers alike.
Market Data & Content
Asset Managers
Asset Owners
Consultants & Advisors
Private i Platform
The Bipsync and Private i Platform integration provides institutional investors with centralized access to fund, manager, and portfolio-level data, streamlining research, collaboration, and portfolio monitoring across teams.
Analytics & Accounting
Asset Owners
Red Arris
Mutual clients of Red Arris and Bipsync benefit from an enhanced onboarding and implementation experience.
Implementation Partners
Asset Managers
Asset Owners
Consultants & Advisors
Slack
Users can share research directly from Bipsync into their firm’s Slack channels.
Add-in Suite
Asset Managers
Asset Owners
Consultants & Advisors
Solovis
The Bipsync and Solovis integration provides asset owners with unified access to portfolio data and analytics, linking research workflows with multi-asset class monitoring and reporting.
Analytics & Accounting
Asset Owners
