Bipsync RMS

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Bipsync’s Research Management Software creates a truly integrated research environment that is proven to enhance investor productivity, boost fund collaboration and simplify compliance.

Combining easy to use note-taking and organization tools with a powerful underlying automation engine, Bipsync makes your research process smarter, faster, and more consistent.

Only Bipsync brings together an intuitive digital notebook and secure mobile experience that your analysts crave, with all the visibility, compliance and control your fund needs. So, with your team synchronized, your data organized and backed-up, and your fund compliant - you can get on with what really matters: research.

Key Features

Bipsync RMS connects all your research data, teams and processes, from a single integrated productivity environment:

  • Digital Notebook: From intuitive note-taking to company ticker auto-recognition and collaboration on the move, Bipsync is optimized for investors to quickly and simply capture, aggregate, organize and share insights, so you can spend less time searching and more time researching.
  • Compliance Report: All versioning, logging and archiving is automatically taken care of with Bipsync. The seperate, secure Compliance Report allows compliance officers to quickly and accurately query the research repository, and makes exporting research and creating custom reports quicker and simpler than ever before.
  • Powerful Pipeline Management: Bipsync Investment Pipeline provides complete visibility into your entire research process from idea to investment. With rich insights and analytics into current and past performance, you can uncover latent opportunities, identify new trends and drive future efficiencies for the fund.
  • Mobile: Securely access and manage your research anywhere, anytime. Our modern web platform and iOS app enable you to get real-time content updates from across the fund and create notes, whenever and wherever you need.
  • Automation: Bipsync automates the tedious tasks that distract investment professionals and introduce inconsistencies. Bipsync automatically tags notes, emails and web clips to the relevant company based on content, and will automatically organize your notes via relationships and other properties, so you don’t have to. The automation engine also enables customized notifications so your updates come to you, rather than you hunting for them, while a host of automated dashboards and reports help you analyze the composition and trends across your research.
  • Integration: Our comprehensive API opens up endless possibilities for integrating with other systems, data and processes. Research can be securely pushed into and pulled out of Bipsync, backups can be requested, and data from other systems can be customized and displayed onto dashboards, so both you and your data are always connected.

Key Benefits

Analysts benefit from Bipsync’s intuitive note taking, collaboration and research management, which is as easy and efficient to use as the consumer tools they love. Funds benefit from Bipsync’s enterprise-level security, time-saving compliance features, modern API to integrate into existing systems, and rich analytical tools to improve processes and performance:

  • Stay organized without the effort: The Bipsync Research Management System automatically organizes lists of companies, countries, authors and other properties, so you don’t have to.
  • Capture the important details: With templates for common layouts, snippets for common pieces of content, and shortcodes for keyboard-based formatting, you’ll get your thoughts down quicker.
  • Maximize the value of fund knowledge: Easily share notes within your fund, get automatic notifications of note changes about your chosen companies, and stay updated with fund activity streams.
  • Get the bigger picture: The Bipsync dashboard visually summarizes the research your fund has for each company, when it was captured, and what the outstanding tasks are.
  • Simplify compliance: Important compliance information is automatically recorded, versioned, backed-up and is easily queried, so you can focus on your research.
  • Track important contacts: Use the integrated contact management system to browse notes by person and share contact reputation within your fund.
  • Keep your flow: Bipsync fits into your workflow. Email notes in, email notes out, export PDFs, clip information from web pages, and get important notifications in your inbox.
  • Use your existing data: Import your notes from Evernote, contacts via vCard, and use the API to securely pull and push data between Bipsync and internal fund systems.



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