Asset Managers
Hedge funds, long-only and multi-strategy firms
Keep research, models and meeting history in one place, so analysts and PMs build on each other's work and every investment call has a clear record behind it.
You spotted us on the road
Don't let your next big insight pass you by.
Bipsync is the research platform for institutional investors. Book a demo and see how leading investment teams capture, organise and act on their research.
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The system of action for investment intelligence.
Bipsync is the research management platform built for institutional investment teams. We bring your notes, documents, meetings and decisions into one structured, searchable and secure system of record, so every insight is captured, every decision is traceable, and your data is ready for AI.
Firms overseeing more than $4 trillion in assets run their research process on Bipsync.
Asset Owners
Endowments, foundations, pensions and family offices
Run manager due diligence and ongoing monitoring in one workflow, with a full audit trail ready for your investment committee.
Consultants & Advisors
Investment consultants, OCIOs and advisors
Scale manager research across clients and teams with consistent processes, and turn your firm's knowledge into insight you can share with confidence.
SOC 2ISO 27001Encrypted at rest and end-to-endDedicated instance per client