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May 24, 2022 in Product News and Updates

RMS 208: Calendar Events in Custom Widgets, Enhanced Conditional Formatting

Release 208 of the Bipsync Research Management System (RMS) is now available, and it's packed full of improvements and fixes. Improvements and Bug Fixes Custom widgets are now able to display…
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April 20, 2022 in Product News and Updates

RMS 207: Data Room Document Import via Canoe Intelligence

Release 207 of the Bipsync Research Management System (RMS) is now available. We're excited to introduce a new integration with Canoe in this release, along with a few other useful improvements and…
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March 17, 2022 in Product News and Updates

RMS 206: Enhanced Zip Exports, Rule Improvements

Release 206 of the Bipsync Research Management System (RMS) is now available. We've improved Bipsync's research export capabilities along with its Rule Engine, and there are lots of other usability improvements…
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February 17, 2022 in Product News and Updates

RMS 205: Expanded Market Data, Exclusive Editing On Dashboards

Release 205 of the Bipsync Research Management System (RMS) is now available. This release includes expanded market data and improvements to the dashboard editing experience while addressing a few other items.…
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January 27, 2022 in Product News and Updates, Technology

Introducing: Microsoft Teams Integration

We're happy to announce the release of a highly anticipated integration with the Microsoft Teams app. One of the most popular chat and communication apps used by many of our…
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January 20, 2022 in Product News and Updates

RMS 204: Microsoft Teams Integration

Release 204 of the Bipsync Research Management System (RMS) is now available. We're excited to announce a major new integration along with a raft of smaller improvements. New Integration: Microsoft Teams Many…
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December 16, 2021 in Product News and Updates

RMS 203: Set Title Of Notes Via Mail Classifier

Release 203 of the Bipsync Research Management System (RMS) is now available — read on to see what's been added in this version. Set Note Title Via Mail Classifier Rules A client…
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November 30, 2021 in Product News and Updates

Introducing: App-Engine

One of Bipsync's many strengths is its ability to support a wide variety of content types through flexible entity management. Our clients regularly work with companies, contacts, funds, ideas and…
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November 18, 2021 in Product News and Updates

RMS 202: Sync Forwarded Events, Grouped Fields in Emailed Notes

Release 202 of the Bipsync Research Management System (RMS) is now available and features two changes which promise to improve our clients' workflows, along with a number of smaller improvements and bug…
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November 4, 2021 in Product News and Updates, Technology

Search Improvements — Bipsync Notes iOS 1.49.0

The latest release of our iOS app is available to download here, or via your MDM provider. We'd like to introduce some of the improvements we've made to our Advanced Search…
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October 27, 2021 in Product News and Updates

RMS 201: Miscellaneous Improvements

Release 201 of the Bipsync Research Management System (RMS) is now available and includes some handy improvements and bug fixes. Improvements and Bug Fixes HTML data that is created from dynamic sections…
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October 7, 2021 in Product News and Updates

RMS 200: IP Access Lists, Improved Grid Performance

Release 200 of the Bipsync Research Management System is now available and is packed with new features, improvements and bug fixes. Hitting the two-hundredth version milestone has taken just over eight years,…
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