Process Management

Optimize research processes from idea to investment

Custom Dashboards

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.

Discover More in the Bipsync Blog

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Investment Management Cybersecurity Risk and Compliance in 2018

And how to align your research process, cybersecurity posture and compliance
Compliance

Research Management Essentials for Industry Compliance

Your checklist for key RMS assessment areas from record keeping and data management to visibility…

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