Optimize research processes from idea to investment
Aggregate data from both internal and external sources and display custom content on detailed dashboards, tailored to your needs. Bring together market data, ESG ratings, performance metrics, and more – all in one centralized, customizable view.
Robust Rules Engine
Leverage powerful, custom automation for your research workflows. You’ll find endless possibilities for applying Bipsync’s Research Automation Rules Engine to your processes to standardize workflows, enhance productivity, and automate tedious and time-consuming tasks.
Secure API for Integrations
Our comprehensive API opens up endless possibilities for integrating data into your investment process. Push and pull research data, request back-ups, and plot and display data from other systems on your dashboard so both you and your data are always connected.
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.