Optimize research processes from idea to investment
Process Management
Custom Dashboard
Capture quantitative fields in a single system of record, aggregate internal and external data and display custom content on detailed dashboards, tailored to your needs. ESG, structured, un-structured – no matter what type of data you rely on Bipsync can capture and display it alongside every type of content – company, contact, idea, etc. – with all input and visualization components completely under your control.
Robust Rules Automation
Create powerful custom automations for your research. Fully configurable to your fund, you’ll find endless possibilities for applying Research Automation Rules
to your processes to help standardize workflows, enhance productivity and automate tedious and time-consuming tasks.
Want an automatic summary list of all your tasks at the end of the day? Email overdue tasks to the PM once a week? How about the ability to share tasks that match certain conditions with a particular user group? Rules can automate all of that and much more.
Emerging Assets
Hedge Funds worldwide are increasingly turning to technologies that can aid in mining actionable insights from vast swarths of regular and alternative-data. Including, but not limited too, crypto currency and ESG funds. Bipsync highly configurable dashboards and natively open API, allow for all sorts of data and information to be piped in and displayed how you want it on the dashboard.
